Edmond Lynch is a CFP® professional with 33 years of experience in the financial industry. He has been with Edward Jones since 1996. Outside of his advisory role, he serves on the board of Bridge Innovations LLC, a technology app developer. Edward Jones is a full-service wealth management firm serving over 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, operating under a fiduciary standard.

Amanda Henderson is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Outside of her advisory role, she owns and operates Henderson Homestead, a retail and online store based in Saint Clair, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by advanced modeling tools.

Matthew Sebastian is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to his financial services career, he was employed at Novo Nordisk for nine years. Outside of finance, he is a partner in Sebastian Tree Farm, an agricultural business in Casco, Michigan. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and scenarios. The firm manages approximately $2.74 trillion in client assets and offers services that encompass both standard wealth management and specialized investment strategies.

Anthony Benvenuti serves as a Resident Director with Merrill Lynch Wealth Management. In his role, he works with clients managing complex financial portfolios, including those with significant wealth derived from business ownership, executive compensation, and concentrated stock positions. Benvenuti and his team offer comprehensive wealth management services that integrate investment management with banking and lending resources from Merrill and Bank of America. Since 2008, Benvenuti has helped individuals, families, business owners, and executives navigate financial decisions related to retirement planning, business succession, liquidity strategies, and wealth transfer objectives. His areas of focus include affluent individuals and families, corporate executives, business owners, and entrepreneurs. Benvenuti holds a Bachelor's Degree from Central Michigan University and professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional responsibilities, he participates in community activities including volunteering with the Susan G Komen Foundation. He also enjoys cooking, gardening, golfing, ice hockey, racquetball, reading, soccer, traveling, and spending time with his family.

Kristina Graham is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Paycom for five years. Outside of her advisory role, she owns and manages a vacation rental property in Johannesburg, Michigan. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Justin Cattaneo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Independent Bank, Cetera, The Huntington Investment Company, Bank of America, Merrill Lynch, and PNC Investments. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses fact-finding, risk profiling, and modeling tools to tailor non-discretionary planning and consulting to client goals, supporting implementation through various advisory programs.

Blake Griffith is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his career in 2025. Prior to joining Raymond James, he worked at JP Morgan and has an academic background from Michigan State University. He also has experience working at Great Oaks Country Club. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Charbel Salem is a CFP® with four years of experience, currently affiliated with Stifel since 2022. Prior to joining Stifel, he worked at Slalom, Strategic Staffing Solutions, and L&W Group. He is co-owner of CS Professional Svcs, LLC, a mental health services business. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jeffrey Linska is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise Financial Services, Lincoln Investment, and Securities America Advisors. Outside of advisory work, he is involved in life insurance and annuity sales through registered channels and operates an advisory business under The Linska Group. OSAIC Wealth serves a diverse range of retail and institutional clients with brokerage and advisory services, offering model-based asset allocation and portfolio optimization across various programs, including Unified Managed Accounts and retirement plan consulting.

Robert Rubarth is a financial advisor with Stifel in Rochester, MI, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent six years at Raymond James & Associates. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

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.

Jeffrey Smaka is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has a longstanding affiliation with JPMorgan Chase Bank and Bank One since 1997. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program delivers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Joshua Slayton is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked in various roles including at Raymond James Financial Services and the Rochester Mills Beer Company. His background also includes academic positions at Grand Valley State University and consulting work with J5 Consulting and Construction Services LLC. 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 offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports clients through advisory programs and institutional consulting.

Susan Moore Bommarito is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Raymond James since 1999 and has prior experience at Roney & Co. since 1992. Raymond James & Associates is a large, dually registered 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, investment consulting, and municipal advisory services supported by a broad network of advisers and affiliated research.

Yvette Musto is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. Outside of her advisory role, she manages a mortgage-related business involving the collection and distribution of payments for a property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services through a large network of financial advisors and branch offices.

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.

Anthony Bonner is a financial advisor with LPL Financial in Rochester, MI, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes roles at Sigma Planning Corporation, Sigma Financial Corporation, Raymond James & Associates, and FSC Securities Corporation. He is also the owner of Trinitas Tax, a tax preparation and accounting business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

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.

Colleen Schon is a financial advisor with Raymond James & Associates in Clarkston, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory role, she serves as a board member and fundraiser for the nonprofit Funding the Future and is treasurer of The Alexander Foundation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional services, employing a range of portfolio management styles supported by firm research and affiliated sub-advisers.