Channing Pritchett is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and the Series 66 license. Pritchett has been with Edward Jones since 2014. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Mark Gugel is a financial advisor with Thrivent Investment Management in Shelby Township, MI. He holds Series 63 and Series 66 designations and has 24 years of experience. Since 2002, he has worked with Thrivent Financial for Lutherans, Thrivent Investment Management, and Walsh College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a wide range of financial topics without including implementation. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account services while maintaining separate engagements.

Kristie Szejbach is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2000. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-driven strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Timothy Kopchick is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and 16 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and has been a partner at Kopchick & Company, PC, a tax and accounting practice, since 2002. Outside of his advisory work, he is involved in tax planning and preparation through KCO Financial Services. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Peter Marsh is a financial advisor at LPL Financial with 42 years of industry experience. He held a previous position with The Huntington Investment Company from 2008 to 2016 before joining LPL Financial in 2016. Marsh holds Series 63 and Series 65 licenses and is based in Macomb, Michigan. He is also a commissioned notary public in Michigan. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nicole Morgia is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Merrill Lynch Pierce Fenner & Smith since 2016. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Ann Escandon is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Thrivent Financial and its investment management arm since 2015. Outside of her advisory role, she is also a Mary Kay beauty consultant. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across a wide range of financial topics. The firm offers planning as a one-time or ongoing service, separate from portfolio management, and supports integration with managed accounts through its WealthPlan billing option.

John Downey is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Alexander Sesi is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. since 2019. Prior to joining J.P. Morgan, he was employed by Amazon and operated a business called Vegas Party Shoppe. Outside of his advisory role, he is involved as an owner and partner in RD Capital Group, LLC, a real estate venture focused on property acquisition and management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG considerations and utilizing derivatives and commodities capabilities.

Andrea Gibson is a financial advisor with Primerica Advisors in Sterling Heights, MI, holding Series 63, 65, and 66 licenses and having 10 years of industry experience. Gibson has worked at Primerica Advisors since 2021 and previously at ITC Holdings for 10 years. Outside of advisory work, Gibson owns and operates Gibson Financial Group LLC, a business related to investment services formed specifically for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution through BNY Mellon Advisors and Pershing.

Andrew Tomlinson is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios for 16 years. Tomlinson also maintains an ongoing independent advisory practice and has involvement in insurance and fixed annuities outside of his advisory role. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm provides a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of managed portfolio solutions.

Brendan Byrne is a financial advisor at Edward Jones in Sterling Heights, MI, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he spent four years at Wilson Chevrolet Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Paul Demark is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior roles include a decade with Morgan Stanley and four years with Morgan Stanley Private Bank. Outside of advising, he is president and owner of Demark LLC, a business through which he manages certain non-investment activities. 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 retirement income plans and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Samuel Courtney is a financial advisor with Ameriprise in Clinton Township, MI, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at The Huntington Investment Company and The Huntington National Bank. Outside of advisory work, he engages in gig work as a DoorDash driver and participates in house flipping projects. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering 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.

Paul Okeefe is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 35 years of experience in investment management and has been with Merrill since 1991. Paul holds several professional designations, including the Chartered Retirement Planning Counselor (CRPC), Retirement Accredited Financial Advisor (RAFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Michigan State University prior to beginning his career at Merrill. Paul's expertise includes retirement planning for individuals and small businesses, wealth management, education planning, family wealth strategies, non-profit services, investment consulting for defined contribution plans, tax minimization, socially responsible investing, and small business strategies. His approach involves developing personalized financial strategies designed collaboratively with clients to help them pursue their life and financial goals. Outside of his professional role, Paul is involved in community organizations such as the American Red Cross and the American Cancer Society. He volunteers with groups including the Ovarian Cancer Research Alliance and the Red Cross. His personal interests include boating, fishing, football, gardening, ice hockey, music, reading, spending time with his family, table tennis, and traveling.

Sara Rosema is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 66 and Series 63 designations. Her work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. spanning from 2010 to the present. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Justin Riley is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Morgan Stanley. Riley joined Fidelity in 2018, where he has held roles across Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.

James Burden is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 1996. 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, retirement advice, and institutional platforms, with advice provided by its network of investment adviser representatives who may use various investment strategies and operational tools.

Jonathan Quigley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 registrations and bringing 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of his advisory role, he is involved in retail sales through his ownership interests in Prolific Industries, LLC, which sells books and T-shirts, and CQ Items, LLC, which sells housewares on Amazon. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research, including the use of forward-looking capital market assumptions and an ESG eligibility framework, supported by a centralized due diligence process.

Monnencia Riley is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Thrivent since 2016. Outside of her advisory role, she serves on several community boards, including the Anchor Bay Chamber of Commerce, the Village of East Harbor assisted living community, and the finance committee for Presbyterian Villages of Michigan, among others. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on various financial topics without implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.