Robert Baidel is a CFP® and ChFC® with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005, currently based in Brighton, MI. Outside of his advisory role, he owns and manages commercial real estate through Baidel Properties LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides ongoing retirement-income planning and tax-aware withdrawal strategies. The firm’s investment approach incorporates proprietary research and third-party data within a defined product ecosystem.

Ryan Haller is a financial advisor with LPL Financial in Brighton, MI, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2026. 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 institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Travis Richards is a financial advisor at Ameriprise with 13 years of industry experience and holds the Series 66 designation. He has worked at Ameriprise and its affiliated entity since 2013. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Matthew Wojczynski is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities since 2014 and concurrently with Jpmorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager selection, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Michael Ralston is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His career includes roles at Fidelity Brokerage Services LLC since 2008 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jameson Cavanaugh is a financial advisor with LPL Financial in Wixom, MI, holding a Series 66 credential and three years of industry experience. His work history includes roles at CFV & Associates, Plante Moran Trust Bank, and Friend & Associates. Outside of advisory work, he has involvement in tax preparation and accounting services. 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 broad range of advisory and brokerage services, including financial planning and access to various model portfolio and institutional platforms.

John Manwiller is a financial advisor at Edward Jones in Brighton, MI, holding a Series 66 designation with seven years of industry experience. He previously worked at Scottrade and has been with Edward Jones since 2017. Outside of his advisory role, Manwiller facilitates a team meeting biweekly for Caerusnet, a business development organization. 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 over $1 trillion in assets, offering a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Grant Lemirande is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he held positions at Cargill and FedEx Ground and spent five years at Michigan State University. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

John Rohrhoff is a financial advisor with Cetera in Brighton, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has previously worked with Avantax Advisory Services and Ohio National Insurance Company. Outside of his advisory role, he owns an accounting and tax preparation business and serves as president of The Riley Katheryn Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services and supports various program structures, including access to third-party money managers and custom strategies.

Damon Portwood is a financial advisor with Ameriprise in Saline, MI, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, 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, non-discretionary retirement advice, with a focus on assets held in Ameriprise Managed Accounts.

Deborah Leek is a financial advisor at Edward Jones in Brighton, MI, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a variety of discretionary and non-discretionary investment strategies and affiliated investment products under a fiduciary standard.

Colleen Cowles is a financial advisor with Edward Jones in Brighton, MI, holding a Series 66 designation and two years of industry experience. She previously spent ten years at Venture Academy before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

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.

Kristen Hawkins Yakel is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Premier Financial Planning. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to deliver customized investment solutions.

Ryan Butsavich is a financial advisor with Edward Jones in Milford, MI, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following four years at Speedway LLC. Outside of his advisory role, he serves as an election inspector for the City of Wixom. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Gary Van Allen is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 designations. He has 16 years of industry experience, including 10 years at J.P. Morgan Securities and Jpmorgan Chase Bank in Michigan. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence, applies an ESG eligibility framework, and delivers services on a non-discretionary basis.

Leonard Ciuzicki is a Series 66 licensed financial advisor with Edward Jones in Howell, Michigan, where he has worked for 10 years. His entire industry experience has been with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Hunter Fritts is a financial advisor at Osaic Wealth Inc. with a Series 65 credential and one year of industry experience. His prior roles include positions at Clear Strategy, Huntington Bank, Daniel's Glass, Crystal Glass, and Cosmopolitan Wallcovering. Osaic Wealth Inc. serves a wide range of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a variety of investment vehicles and third-party platforms, and supports both discretionary and non-discretionary account management.

Danielle Henry is a financial advisor with LPL Financial in Brighton, MI, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has worked at LPL Financial since 2019 and at Premier Financial since 2018. Prior to her advisory career, she had roles outside the industry, including at La Vita Bistro and Washtenaw Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network serving individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Olivia Hartline is a financial advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Staub Financial. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios and fund advisory services.