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.

Christopher Rodriguez is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Stifel in Flint, MI. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent a year at Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

David Wroblewski is a financial advisor with LPL Financial in Grand Blanc, MI, holding Series 63 and Series 65 licenses and over 20 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies from 2007 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a range of strategic and tactical investment options.

Pamela Wright is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009, following 15 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Mitchel Vallie is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2022. He previously worked at Bank of America and Merrill from 2015 to 2022. Outside of advising, he and his wife own a business focused on manufacturing a new type of retrieving training dummy for hunting and retrieving dogs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and various organizations. The firm offers tailored financial planning and advisory services supported by extensive research, a diverse range of portfolio management styles, and specialized municipal advisory capabilities.

Nicholas Nawrocki is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients’ unique goals and aspirations. He collaborates closely with individuals, families, corporate executives, charitable organizations, and endowments to develop comprehensive financial plans focused on family wealth management, legacy planning, personal retirement planning, and retirement income. Nicholas emphasizes a goals-based approach aimed at improving clients’ financial health and maintaining lifelong relationships through regular reviews and strategy adjustments. Nicholas holds a Bachelor's Degree from Michigan State University and the professional designation of Personal Investment Advisor (PIA). He integrates the investment insights of Merrill and the banking and lending solutions of Bank of America to deliver flexible strategies suited to today’s dynamic market conditions. His approach is founded on understanding clients’ life priorities beyond market performance to create plans centered on what matters most to them. In addition to his professional commitments, Nicholas participates in community service through his involvement with the American Cancer Society. Outside of work, he enjoys basketball, fishing, golfing, traveling, and spending time with his family.

Lee Napier is a CFP® and holds a Series 66 license, with 13 years of experience in the financial industry. He has worked with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Jason Kokaly is a financial advisor with Ameriprise in Linden, MI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Edward Jones from 2015 to 2023. Outside of his advisory role, Kokaly is involved in independent insurance brokering and owns a consulting business, Kokaly Investments. He also serves on the Board of Directors for the University of Michigan Club of Greater Flint. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing detailed 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 tailored, non-discretionary advice primarily for clients with Ameriprise-managed accounts.

Alyssa Thomason is a financial advisor with Ameriprise in Grand Blanc, MI, holding a Series 66 designation and 12 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2013, with additional experience at Elevated Performance Investment Group and Barnett Financial & Tax. Thomason also owns and manages Thomason & Associates, LLC, an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Marcelo Flores is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Bank of America, Merrill Lynch, and Morgan Stanley. 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 detailed retirement income planning and tax-aware withdrawal strategies through a centralized team working alongside financial advisors.

Chad Robinson is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Fliam is a CFP®-certified financial advisor with 11 years of industry experience, currently with Edward Jones since 2017. He previously worked at CETERA Advisor Networks LLC and serves in the United States Navy Reserves as a Hospital Corpsman. Outside of his advisory role, he officiates high school football during the fall season. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, and offers a range of advisory programs with over $1 trillion in assets under management.

Jon Sabo is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 30 years of industry experience. His prior roles include positions at Merrill and Chase Investment Services Corp. He is also engaged as an associate financial advisor at Dave Brazen, providing financial advisory services in Troy, MI. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which delivers personalized recommendations and annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Eric Gasper is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is the owner of Gasper Properties LLC, a real estate business based in Flushing, MI. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Hall is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior experience includes roles at Stifel, Nicolaus & Company, Inc., Wells Fargo Clearing, Chase Investment Services Corp., and Banc One Securities Corporation. 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, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting clients through various advisory programs and specialized services including municipal and public finance advisory.

Matthew Brown is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 36 years of industry experience. He previously worked at Ameriprise Financial Services and Merrill. Outside of his advisory role, he has been involved with Lost Creek Woods, LLC for tax and investment purposes unrelated to his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a network of advisors who utilize a variety of portfolio strategies and operational support tools.

Jonathan Ragnone is a Senior Financial Advisor with Merrill Lynch Wealth Management and a qualified Senior Portfolio Advisor. He specializes in managing discretionary custom investment strategies, utilizing Merrill model portfolios, individual stocks and bonds, and third-party investment strategies. In his role, he works closely with clients to identify their goals and develop tailored investment plans to pursue their desired outcomes. Jonathan's areas of expertise include services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and retirement income. He began his career at Merrill in 2010 and is part of the NMY Group. He holds a Bachelor's Degree from Central Michigan University and is a Personal Investment Advisor (PIA). Beyond his professional commitments, Jonathan is a Past President of the Burton Rotary Club and a member of the National Ski Patrol. He is involved in community organizations such as the Boys and Girls Club Greater Flint, Otsego Ski Patrol, and Project Heats On in Burton, Michigan. Jonathan enjoys boating, cooking, fishing, and golfing. He resides in Grand Blanc with his wife, Sandy, and they have three children and three grandchildren.

Kenneth Thompson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been affiliated with Raymond James Financial Services Advisors, Inc. since 2010 and serves as Co-Trustee for Joanne Thompson since 2016. Outside of his advisory role, he is involved in a personal lending arrangement. 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 municipal and public finance work through unique institutional affiliations.

Mark Yonan is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Merrill since 1992 and also has worked with Bank of America, N.A. since 2017. Outside of his advisory role, he serves as a finance committee member for the Bishop International Airport Authority Board in Flint, Michigan, and is a board member for the Northridge Homeowners Association in Auburn Hills, Michigan. Merrill, together 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 institutional accounts.

Mark Canavesio is a financial advisor with Raymond James & Associates in Grand Blanc, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory role, he co-manages Franco Family Properties LLC with a family member. 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, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.