Joshua Brehm is a Managing Director and Wealth Management Advisor with the BRZ Group at Merrill Lynch Wealth Management in Grand Blanc, Michigan. He advises high-net-worth individuals, families, and business owners, delivering strategies that support growth, transition, and long-term financial security. Josh joined Merrill in 2013 and serves as a liaison to senior leadership through the Merrill Financial Advisor's Advisory Council to Management (ACTM). Josh's expertise focuses on assisting successful business owners with the sale, transition, or succession of their companies. He works collaboratively with clients and their legal, tax, and financial advisors to create integrated strategies that address liquidity planning, investment strategy, tax efficiency, estate planning, charitable giving, family wealth transfer, and life after business ownership. Josh also provides guidance on college education planning, corporate benefits, executive compensation, family wealth management, and personal retirement planning. He holds a Bachelor's Degree in Finance from Alma College, a Master of Business Administration in Finance from Walsh College, and completed a certificate program at Oakland University. Josh has earned several professional designations, including Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He lives in Fenton, Michigan, with his wife, Holly, and their three children. Josh is also involved with Alma College.

David Newbill is a CFP® professional with 28 years of industry experience. He is currently with Cambridge Investment Research Advisors and has worked previously at Regal Investment Advisors LLC and Creative Financial Designs, Inc. Outside of advisory work, he serves as a Planning Commission Board Member for Groveland Township, Michigan. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a network of financial professionals. The firm manages a multi-billion dollar asset base and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Andrea Attwood is a financial advisor at Stifel with 15 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2017 and previously worked at Wells Fargo Clearing for one year. Andrea holds a Series 66 designation and is also a Notary Public. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

James Bentley is a financial advisor at Osaic Wealth Inc with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Cetera Advisors LLC and Kevin R Douglas, CPA. Bentley is also the owner of Paragon Financial Services, LLC, where he provides tax preparation, small business consulting, and life insurance sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment strategies and programs across affiliated broker-dealer and registered investment adviser relationships.

Shane Heddy is a CFP® professional with six years of industry experience, currently serving as a financial advisor at LPL Financial. He has held roles with Osaic Wealth, West Financial Planning, and Legacy Financial Group. Outside of advising, he owns a woodworking business where he builds and sells furniture, primarily tables, through an online shop. He also teaches and moderates coursework for the College for Financial Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a wide range of investment strategies and leverages technology for operational and research support, managing over $819 billion in discretionary assets through a large network of advisors.

Tyler Boyd is a CFP® professional with five years of experience at Edward Jones in Flushing, MI, where he has worked since 2017. Prior to his advisory role, he was employed at Rollhaven Skating and Fun Center for six years. He serves as Vice President of the Family Service Agency of Mid Michigan, participating in board decisions and agency guidance. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm operates a large network of advisors and branch offices, offering services under a fiduciary standard and providing discretionary and non-discretionary strategies along with affiliated investment products.

Kelson Connors is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing, Land Advisors Capital, and Merrill Lynch - Bank of America. Connors also has experience in education, having been affiliated with the University of Detroit Mercy and Luke M. Powers Catholic High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with planning engagements generally discrete and tailored to client needs.

Nicholas Godlesky is a financial advisor with Raymond James Financial, holding Series 65 and Series 66 licenses and 12 years of industry experience. He has been with Raymond James and its affiliated entities since 2016. Outside of his advisory role, he serves as president of Glennon Financial Services, a support company he has led since 2009. 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, and institutional clients. The firm employs a non-discretionary, goal-oriented approach using analytical tools and supports its recommendations through various advisory programs and partnerships.

Austin Wendling is a Series 66-credentialed financial advisor with Edward Jones, based in New Lothrop, MI. He has three years of industry experience, including previous roles at Hantz Financial Services and a background at Central Michigan University. Wendling joined Edward Jones in 2024 and has been with the firm since then. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and it operates under a fiduciary standard.

Sarah Henley is a financial advisor with Mass Mutual Investors Services in Flint, MI, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Cetera Wealth Services, Cetera Investment Advisers, Dort Financial Credit Union, and Oppenheimer & Co Inc. Outside of financial advising, she owns and operates Track n Time Race Management, a business contracted with schools to time cross country and track races. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, offering collaborative, annual planning engagements supported by firm-approved analytical tools.

Jacob Hoffman is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Vineyard Vines and spent over a decade in full-time education prior to entering the financial sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices, offering various advisory programs and investment solutions under a fiduciary standard.

Thomas Hufton is a financial advisor with Ameriprise in Fenton, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Cetera and Cetera Investment Services LLC. Outside of his advisory work, he serves on the Board of Directors for the Young Life Foundation and participates in finance committees for both the First Presbyterian Church of Flint and the United Way of Genesee County. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Steven Hartman is a financial advisor with Ameriprise in Flushing, MI, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The Huntington Investment Company, CUNA Brokerage Services, LPL Financial, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. He serves as Board President of the Hidden Lake Condominium Association, a volunteer role focused on community maintenance and quality of life issues. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice based on comprehensive investment research and tax-aware strategies.

Bradley Foutch is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has served since 2011. He specializes in working with high net-worth families, focusing on corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, and tax minimization. Bradley and his team at The Foutch Group develop tailored financial strategies to address the unique lifestyle needs, cash-flow scenarios, and wealth preservation goals of their clients. Their approach includes asset allocation across equities, fixed income, alternative investments, options, and ETFs, with an emphasis on helping clients build, manage, and preserve their wealth. Bradley holds a Bachelor's Degree in Business and Finance from Lynn University in Boca Raton, FL. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Bradley lives in Linden, Michigan, with his wife and three children. Outside of his professional work, he enjoys baseball, basketball, boating, fishing, football, and spending time with his family.

Raleigh Horne Jr. is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial and its affiliate since 2010. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports comprehensive advisory programs and institutional consulting across a large advisor network.

Michael Salah is a financial advisor with Fidelity Investments, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Mutual of America Securities LLC, Mutual of America Life Insurance Company, Citizens Securities, Inc., Spc, and Sigma Financial Corporation. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, serving a broad client base including charitable funds and registered investment companies.

Justin Fister is a Wealth Management Advisor and partner of The HLA Wealth Management Group in Chicago, Illinois. With over 16 years at Merrill Lynch Wealth Management, Justin specializes in assisting affluent multi-generational families, corporate executives, and business owners with complex wealth management needs. His role involves tax-sensitive investment management, retirement cash flow and income planning, executive compensation planning, business cash management and succession planning, as well as estate, legacy, and trust services. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification through the CFP Board of Standards, Inc., as well as the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. Justin graduated from Ohio University with degrees in finance and marketing. He applies a goals-based approach, collaborating closely with clients and their families to develop customized financial strategies aligned with their short-term and long-term objectives. Residing in the Edgewater neighborhood of Chicago with his wife, Sonnie, and their son, Jackson, Justin is an active member of the Best Buddies organization and the Chicago Council on Global Affairs. He enjoys golfing in his spare time.

Adam Coselmon is a financial advisor at Raymond James & Associates with 26 years of industry experience and holds a Series 66 designation. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he is a partner in Horizon Group of Fenton LLC, a business in which he participates in decision-making. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

Steven Walker Jr. is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He operates out of Flint, MI, and holds the Series 66 designation. Outside of his advisory role, he manages a rental home in Flint, MI. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Latasha Shackelford is the Branch Leader at Fidelity Investments, a role she has held since 2025. She leads a team of professionals who focus on understanding client needs and developing tailored wealth planning strategies. Latasha and her team are dedicated to delivering client service and providing financial education to support confident financial planning decisions. Latasha has been with Fidelity Investments since 2013, holding titles including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and now Branch Leader. Her progression within the company reflects her experience in financial consulting and client relationship management. Outside of her professional role, Latasha enjoys cooking and baking, participating in family activities, fitness, exploring culinary interests as a foodie, riding motorcycles, and traveling.