Kurtis Mc Mahan is a financial advisor with Morgan Stanley, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones from 2012 to 2024 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his financial advisory work, Mc Mahan serves on several local boards in Davison, Michigan, including the township, community schools, and the country club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing comprehensive advisory programs to individual and institutional clients. The firm utilizes structured financial planning tools and offers a range of investment services, managing approximately $2.74 trillion in client assets.

Eric Dovre is a financial advisor with Merrill in Holly, MI, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with Merrill 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 a range of clients including individuals, high-net-worth clients, and institutions.

John Stelman is a CFP® with 32 years of industry experience, currently serving with Cambridge Investment Research Advisors since 2021 and previously from 2009 to 2018. His prior roles include a position at Acorn Wealth Advisors from 2018 to 2021. Stelman also manages an independent insurance agency, Stelman & Associates, in Shelby Township, MI. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers a range of account implementation platforms, access to third-party advisors, and proprietary model strategies under the Founders Gate Capital brand.

Stephen Huber is a CFP® with 22 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Woodbury Financial Services and Questar Asset Management. Outside of his advisory work, he is involved in tax preparation services and participates in a board game startup through a partnership in a content development and business planning venture. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a wide range of brokerage and advisory services. The firm utilizes a model-based investment process with a focus on asset allocation and portfolio optimization and is notable for its scale and recent consolidation activity.

Brent Deuel is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 12 years and Equitable Advisors for 3 years. In addition to his advisory role, he is a partner involved in the sales of group, life, health, AD&D, and long-term care insurance through Deuel Financial Group. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation, portfolio optimization, and a multi-advisor platform designed to support comprehensive financial planning and investment management.

Jake Mc Neil is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including prior roles at Northwestern Mutual from 2016 to 2018. He also works as a financial planner for Planned Financial Services, focusing on group short-term disability insurance. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Patrick McCallum is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2015, progressing from Investment Consultant to Financial Consultant before his current position. Prior to joining Fidelity, he worked as a Financial Advisor and Financial Advisor Intern at Edward Jones Investments from 2011 to 2015. Patrick's professional focus involves partnering with clients and their families to help them strive toward reaching their most important financial goals. His experience encompasses wealth planning and financial consulting across various roles in the financial services industry. Outside of his professional career, Patrick has interests in cars, concerts, family activities, music, and traveling.

Julie Groulx is a financial advisor with LPL Financial in Oxford, MI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with LPL Financial and its predecessor firm since 1997. Outside of her advisory role, she is involved with Velovita, a nutritional company based in Plymouth, MI. 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, and institutional platforms, supported by various operational and research tools.

Scott Nicholas is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Ameriprise since 2009, serving in various capacities within the firm. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

John MacDonald is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1996, working with high net worth families, endowments, and foundations to provide investment, wealth management, cash-flow management, and special services. His areas of focus include family wealth management strategies, managing new wealth, retirement planning, philanthropic planning, portfolio management, small business strategies, socially responsible and ESG investing, and individual and corporate investment strategy. John earned his M.B.A. with a finance major from the University of Michigan-Flint and holds the CERTIFIED FINANCIAL PLANNER® designation from the Certified Financial Planner Board of Standards, Inc. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for eight consecutive years. Community involvement includes service as the Finance Chair and Treasurer of The Flint Cultural Center Corporation, where he is also a former Vice Chair. John lives in Fenton with his wife, Nicole, and their daughter, Allie. He is a parishioner of St. John, Fenton. In his personal time, John enjoys biking, music, swimming, tennis, traveling, and spending time with his family.

Marco Pasquali is a financial advisor with J.P. Morgan Securities in Oxford, MI, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes roles at Merrill and JPMorgan Chase Bank, N.A., as well as prior experience at Hewlett Packard Enterprise / DXC Technology. 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 supported by both quantitative and qualitative research.

Charles Craves is a financial advisor with LPL Financial in Clarkston, MI, holding the Series 63 and Series 65 registrations and possessing 41 years of industry experience. His prior experience includes roles at Royal Alliance Associates, BBCM Financial Services, and VOYA Financial Advisors, Inc. Outside of his advisory work, he is involved in community theater as a part-time actor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, with a focus on combining extensive resources and technology to support its network of over 22,800 advisors.

William Colvett is a CFP® professional with 23 years of industry experience currently with LPL Financial. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Indianwood Financial, where he has maintained a long-term involvement. In addition to his advisory work, Colvett is involved with Orion Tax Group, providing tax preparation and accounting services. LPL Financial is a national broker‑dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment options including model portfolios, third-party asset management, and customized strategies, supported by advanced operational tools.

Dennis Richardson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with LPL Financial since 2014 and is also involved with Canyon Realty LLC, where he has worked as a real estate agent since 2007. Additionally, he is a 50% owner of Michigan Pension Group, a third-party pension administration firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while managing over $819 billion in discretionary assets.

Joshua Bush is a financial advisor with Edward Jones in Clarkston, MI, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Bush is the owner of two real estate-related businesses, Arbusto Amadeo LLC and Honeybee Investments LLC, both located in Michigan. 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, supported by a large network of financial advisors and branch offices nationwide.

Alban Londo is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2016. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research and incorporates ESG considerations in its recommendations.

Melannie Kleven is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Rochester Hills, MI, and has 10 years of industry experience. Her career includes roles at PNC Bank and various entities within JPMorgan Chase since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with an ESG eligibility framework and includes specialized capabilities in derivatives and commodities.

Nua Dushaj is a financial advisor at J.P. Morgan Securities with 7 years of industry experience. She holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018. Prior to her current role, she was employed at Great Oaks Country Club from 2016 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may include ESG considerations.

Michael Roberts is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Andrew Krochalk is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and 16 years of industry experience. He previously worked at TIAA-CREF for nine years and Ameriprise for six years. 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. Their advisory process combines quantitative and qualitative research supported by centralized due diligence and may incorporate an ESG eligibility framework.