Justin Blair is a financial advisor with LPL Financial in Brighton, MI, holding a Series 66 designation and eight years of industry experience. He has worked with LPL Financial since 2018 and has been associated with Lake Trust Credit Union since 2016. Outside of his advisory work, he is involved with Lake Trust Financial Life Planning, a DBA related to his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios and research from multiple sources.

Sherrie Webb Zucker is a financial advisor with Edward Jones in Plymouth, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Joshua Mulder is a financial advisor at Raymond James Financial with 23 years of industry experience. He has worked at Raymond James since 2016 and previously spent 14 years at Ameriprise Financial Services. Mulder Financial Group is a partnership name used for business purposes, but all client accounts and activity are conducted through Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Sarah Barish is a financial advisor at LPL Financial with 22 years of industry experience. She has been with LPL Financial since 2011 and holds Series 63 and Series 66 credentials. Her outside business activities include involvement in a family communications business. 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 a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Johnson is a financial advisor with Edward Jones in Howell, MI, holding a Series 66 credential and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for six years at Boehringer Ingelheim. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supporting a large nationwide network of financial advisors and branch offices.

Nicole Fellhauer is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In her current role, she coaches advisors on planning processes and practice management, while also leading the branch to uphold standards of care. Her professional experience includes several roles at Fidelity Investments, including Assistant Branch Leader from 2022 to 2023, Vice President and Wealth Planner from 2018 to 2022, Financial Consultant from 2012 to 2015, Investment Consultant from 2010 to 2012, and Financial Representative from 2008 to 2010. She also worked as a Client Advisor at J.P. Morgan from 2015 to 2018. No information about her education, credentials, personal interests, or community involvement was provided.

Timothy Shebak is a financial advisor with J.P. Morgan Securities in Brighton, MI, holding a Series 66 designation and 14 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2017 and previously at PNC Bank from 2013 to 2017. J.P. Morgan Securities LLC 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.

Sidney Polk is a Financial Consultant at Fidelity Investments, a position held since 2020. Sidney works with clients to develop comprehensive financial plans, utilizing Fidelity's resources and recommendations to create strategies aligned with client goals while fostering relationships based on trust, reliability, and integrity. Prior to this role, Sidney served as an Investment Consultant from 2018 to 2020 and as a Financial Representative from 2017 to 2018, all within Fidelity Investments. Sidney's approach emphasizes partnership with clients to understand their individual and family financial objectives and to build lasting relationships. Outside of professional responsibilities, Sidney engages in family activities, fitness, golf, caring for pets, and reading.

Hannah Lakian is a Financial Consultant at Fidelity Investments, a position she has held since 2026. Prior to this role, she worked as a High Net Worth Financial Advisor at Vanguard from 2022 to 2026. Hannah focuses on building trusted relationships with her clients, emphasizing empathetic listening and collaborative dialogue to support their unique financial goals. In her approach, she prioritizes understanding individual client priorities and promotes informed decision-making through thoughtful conversations. Outside of her professional responsibilities, Hannah enjoys activities such as spending time at the beach, boating, participating in social events with friends, playing softball, and traveling.

Meghan Gazzola is a financial advisor at Fidelity with 13 years of industry experience. She holds a Series 66 designation and has been with Fidelity and its affiliated entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions across various investment vehicles.

Joseph Toth is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at LPL Financial, OSAIC Wealth Inc, and Equitable Advisors LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Anjanette Nickoloff is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, NA since 2010. 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 a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Kate Vander Meulen is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Webasto Thermo & Comfort North America, Nikon Metrology, and Southern Lakes Parks & Recreation. She coordinates volunteer efforts for a local mom-to-mom sale event in Ann Arbor, which occurs four days annually. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Whitney Robinson is a Financial Consultant at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 2015, previously serving as an Investment Consultant from 2015 to 2018. Prior to joining Fidelity, Whitney worked as a Financial Advisor at Morgan Stanley from 2013 to 2015. Whitney focuses on developing comprehensive financial plans tailored to the unique needs and goals of her clients and their families. She emphasizes building enduring relationships based on trust, reliability, and exceptional care. Whitney holds a California Insurance License. Outside of her professional work, Whitney has interests in fitness, parenthood, photography, running, and traveling.

Teri Jones is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked with various Fidelity entities since 2010, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI tools in research, and its formal advisory roles to registered investment companies and fund-of-funds.

Matthew Rogal is Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he focuses on aligning personal wealth strategies with the aspirations of clients and their families. Matthew has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, and Vice President Wealth Planner before assuming his current position in 2021. Prior to joining Fidelity, he worked as a Private Client Banker at J.P. Morgan Chase Private Client from 2010 to 2013. He holds a California Insurance License.

Jeffrey Myslinski is a financial advisor with LPL Financial holding Series 66, Series 63, and Series 65 licenses. He has been with LPL Financial and 52 Blue Wealth since 2026 and also operates Myslinski CPA PLLC. Prior to his advisory career, he worked at William Molnar Roofing, Inc. for eight years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a network of investment adviser representatives. The firm provides a range of advisory programs and financial services, including discretionary and non-discretionary management supported by research and technology-driven solutions.

Michelle Joseph is a financial advisor with LPL Financial in Brighton, MI, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. She previously worked at INVEST Financial Corporation before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Jennifer Walker is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and previously worked with Lee E. Holland, CPA, CFP, from 2015 to 2017. Outside of her advisory role, she is a licensed notary public and owns businesses providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Susan Wellman is a financial advisor with Primerica Advisors in Highland, MI, holding Series 65 and Series 63 licenses and two years of industry experience. Her background includes roles at Primerica Financial Services and United Wholesale Mortgage, as well as a six-year tenure with Spectralite and 15 years at Keating Network. Outside of advisory work, she serves as Vice President of Strategic Relations for Curus in Farmington Hills, MI. Primerica Advisors is a large institutional firm managing approximately $15.5 billion in assets with nearly 3,700 advisors. The firm serves individual investors, corporate, and charitable clients through a wrap-fee asset management program that utilizes model-delivery strategies developed by unaffiliated asset managers and incorporates discretionary separately managed accounts.