Nathaniel Roberts is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior roles include positions at Cetera Investment Services, The Huntington Investment Company, and Citizens Securities Inc., among others. Roberts also operates under the Balmville Wealth Group and Arbor Hill Financial DBAs related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies and technological tools to support its advisors.

Stephen Fair is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in East Lansing, MI. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Carmen Woskershian is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds Series 66 and Series 63 designations and has worked at Robert W. Baird & Co. since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of financial planning, portfolio management, and custody services, utilizing manager-traded and model-traded SMA strategies along with internal research and technology tools.

Jason Coleman is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Ann Arbor, MI, holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James, he was self-employed and worked at the University of Michigan. Coleman is a partner at McLaren Wealth Strategies LLC and serves on the board and finance committee of The Ecology Center, a nonprofit organization. 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, institutions, and nonprofits. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting services.

Ryan Mc Govern is a financial advisor at Edward Jones with a Series 66 credential and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for 18 years with Tecumseh Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Stephen Gerger is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for a decade before joining Raymond James in 2026. Outside of his advisory role, he serves as an assistant football coach for Mason Schools in Michigan. 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 clients with analytical tools and advisory programs.

Travis Prince is a financial advisor with J.P. Morgan Securities in Belleville, MI, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Georgetown Prince Wholesale LLC, JPMorgan Chase Bank, AmeriSave Mortgage Corporation, Safeway Lending LLC, Rocket Mortgage, and Comcast. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jessica Woodward is a financial advisor with Wells Fargo Clearing in Dundee, MI, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2003 to 2016, and Prudential Securities since 2000. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Murphy Salgat is a financial advisor with Ameriprise Financial, holding a Series 66 designation and based in Ann Arbor, MI. He has one year of experience in the financial industry, previously working at Farm Bureau Insurance and several companies outside the financial sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Rueger is a financial advisor with LPL Financial holding a Series 66 designation and 25 years of industry experience. His prior firms include L.M. Kohn & Company, Edward Jones, and National Planning Corporation. He is also involved with Pilot Wealth Management, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, model portfolio programs, third-party asset management, and institutional investment platforms.

Jacob Prince is a financial advisor with Fidelity Investments in Belleville, MI, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at Axtella and Bas Rouge. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Brian Schrag is a CFP® professional with 35 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2010 to 2016. He is based in Ann Arbor, MI, and holds Series 63 and Series 66 licenses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Justin Rush is a CFP®-certified financial advisor with Raymond James Financial who has five years of industry experience. Prior to joining Raymond James in 2025, he worked with The Nemes Rush Group, LLC and J. Alden Associates, Inc. from 2021 to 2025, and spent six years at Ford. He serves as an advisor and board member for two non-profit organizations in Michigan: the Student Advocacy Center and Foundations Preschool of Washtenaw County. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Matthew Parker is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Noodle Partners, PBC and Michigan Medicine in roles outside the financial advisory field. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

Roman Kisz is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Dymatize Enterprises, Slammin Salmon Inc, and TK Engineered Plastics. 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 customized retirement income planning through written Recommendation Reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

James Periord Jr. is a CFP® and Series 63-registered financial advisor with Ameriprise, based in Saline, MI. He has 40 years of industry experience, including over 20 years with Ameriprise and its affiliated entities. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations on income sources and withdrawal strategies.

Brandon Thomas is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, Hantz Group, and the University of Michigan. Merrill, alongside 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, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Huff Earnest is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies that align with their long-term goals. Mary draws on investment insights from Merrill and banking solutions from Bank of America to create flexible wealth management approaches tailored to changing market conditions. Her areas of expertise include college education planning, divorce transition planning, family wealth management, legacy and LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, and individual and corporate investment strategies. Mary holds a Bachelor's Degree from Eastern Michigan University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Mary participates actively in community volunteering, reflecting the tradition at Merrill of serving the communities where they work. Outside of her professional responsibilities, she enjoys golfing, music, and traveling.

Delmer Watson is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Wells Fargo Clearing, Swiss Colony, Client Services Incorporated, and Unigroup. Outside of his advisory work, he has worked as a driver for Uber and Lyft and has experience in customer service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services. The firm provides tailored recommendations using proprietary research and tools, with clients choosing how to implement advice through brokerage or advisory programs.

Shawn Siddall is a financial advisor with Edward Jones in Monroe, MI, holding Series 63 and Series 66 credentials and having 33 years of industry experience. He has been with Edward Jones since 1991. He serves as a board member and on the finance committee for Roselawn Memorial Cemetery Park in Lasalle, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.