Daniel Andreuzzi is a financial advisor with J.P. Morgan Securities LLC in Ann Arbor, Michigan. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including over a decade with J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Luke Nolan is a financial advisor with Ameriprise in Howell, MI, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Ameriprise and its affiliates since 2006. Outside of his advisory role, Nolan owns The Nolan Consulting Group, provides expert witness services in financial services cases unrelated to Ameriprise, and serves on the finance committee of the Livingston County United Way. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, 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 to provide tailored, algorithm-supported recommendations, primarily focusing on assets held within Ameriprise-managed accounts.

Kyle Adams is a CFP® with two years of industry experience, currently with Cetera. Prior to joining Cetera, he worked at Michigan Financial Companies and has experience in financial planning and securities sales. He has also held positions outside finance, including work in landscaping and at a golf club. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Mark Mccormick is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank, N.A. since 2000. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Kelsey Hunter is a financial advisor at OSAIC with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services Inc, Wealth Strategies Financial Group, and several other financial firms. Outside of her advisory role, Hunter operates a registered representative business under NextGen Wealth Services and also sells fixed life insurance products. OSAIC serves a diverse client base including retail and institutional investors and offers a range of services such as brokerage, investment advisory, financial planning, and managed accounts. The firm employs asset-allocation tools and third-party solutions to construct portfolios across various investment types for both discretionary and non-discretionary management.

Harrison Kennard is a financial advisor with LPL Financial in Ann Arbor, MI, holding CFP® and Series 66 credentials and bringing 18 years of industry experience. Before joining LPL Financial in 2026, he spent 16 years at Cambridge Investment Research Advisors. He is also the owner of HMK & Co LLC, an S corporation based in Ann Arbor. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Fernando Leon is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Encore Service Group LLC, Employbridge, Moore Nelson Routes, Coralogix, Looker, Inc., and HubSpot, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Jeff Tomlinson is a Series 66-licensed financial advisor with LPL Financial, where he has worked since 2021. He has 16 years of industry experience, including seven years at Voya Financial Advisors. Tomlinson also operates a business entity for his LPL work under the name Nova Retirement and Wealth Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and a range of portfolio management options.

Steven Kolasinski is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. 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, operating under a fiduciary standard.

Tracy Bachuwa is a Series 66-licensed financial advisor with Edward Jones in Howell, MI, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is the owner of two food service businesses in Brighton, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Asbjorn Jensen is a financial advisor at Edward Jones in Ann Arbor, MI, with 11 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for 12 years with the Eastern Michigan University Foundation. Jensen has no reported responsibilities outside of his primary role. 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.

Claire Hayes is a financial advisor with Mass Mutual Investors Services in Ann Arbor, Michigan, holding CFP® and Series 66 credentials and six years of industry experience. Prior to joining Mass Mutual and MML Investors Services in 2020, she worked at Lear Corporation and Diageo. She is also a partner at Insight Financial Partners LLC, where she provides financial planning and advisory services to clients in the Ann Arbor area. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and a collaborative planning process.

Devin Kind is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and operates Clear Strategy, where he serves as a financial advisor and insurance agent. Outside of finance, he has experience as a barber, cutting hair once or twice a month at Brighton Barbers. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers through a broad network of affiliated advisors and multiple advisory platforms.

Dominic Balagna is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and previously worked at NorthWestern Mutual. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Eric Schroeder is a financial advisor with OSAIC in Brighton, MI, holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at Questar Capital Corporation and Woodbury Financial Services and has operated Estate Preservation for over 25 years. Schroeder serves as a board member for the Fortunaire Club Charitable Foundation. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms.

Robert Stites is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2018. Prior to that, he worked at Blue Water Asset Management and Invest Financial Corporation. He also directs Stites Financial LLC, an investment-related business that includes an insurance agency focused on health, life, and group benefits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, and offers both discretionary and non-discretionary management supported by model portfolios and research.

Charles Dobben is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Cambridge Investment Research and has experience at Spring Arbor University and other local organizations. Outside of his advisory work, Dobben provides tennis and pickleball lessons and volunteers as an assistant pickleball coach at Spring Arbor University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, research, and various investment strategies.

Dominic Criscuolo is a financial advisor at Edward Jones with the CFP® designation and Series 66 license, bringing five years of industry experience. He previously spent 20 years with the Tom James Company before joining Edward Jones in 2020. Outside of financial advising, he is involved with Street Marketing Inc, a marketing business based in Northville, MI. 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 approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs and affiliated investment products.

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.

Natalie Norman is a financial advisor with Raymond James Financial in Ann Arbor, MI, holding a Series 66 designation and 27 years of industry experience. She has worked with Raymond James Financial Services since 2007 and has been the branch manager and owner of Natalie V Craig & Company Wealth Advisors LLC since 2020. 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 clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs and technology-driven solutions.