Tammy Fleming is a financial advisor at Edward Jones with over 26 years of industry experience. She holds a Series 66 designation and is based in Clarkston, MI. Fleming has spent her entire career with Edward Jones, joining the firm in 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services supported by a large network of financial advisors and branch offices nationwide.

Andrew Hunter is a financial advisor with Edward Jones in Oxford, Michigan. He holds the CFP® designation, along with Series 63 and Series 66 licenses, and has 28 years of industry experience. Hunter has been with Edward Jones since 1997. Outside of his advisory role, he manages a real estate business, Venatrix LLC, in Oxford. Edward Jones is a wealth management firm serving individual and institutional clients through a network of more than 23,700 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard while providing services such as tax-efficient investing and securities-based lending.

Kelson Connors is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing, Land Advisors Capital, and Merrill Lynch - Bank of America. Connors also has experience in education, having been affiliated with the University of Detroit Mercy and Luke M. Powers Catholic High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with planning engagements generally discrete and tailored to client needs.

Nicholas Godlesky is a financial advisor with Raymond James Financial, holding Series 65 and Series 66 licenses and 12 years of industry experience. He has been with Raymond James and its affiliated entities since 2016. Outside of his advisory role, he serves as president of Glennon Financial Services, a support company he has led since 2009. 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, pension plans, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach using analytical tools and supports its recommendations through various advisory programs and partnerships.

Sarah Henley is a financial advisor with Mass Mutual Investors Services in Flint, MI, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Cetera Wealth Services, Cetera Investment Advisers, Dort Financial Credit Union, and Oppenheimer & Co Inc. Outside of financial advising, she owns and operates Track n Time Race Management, a business contracted with schools to time cross country and track races. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, offering collaborative, annual planning engagements supported by firm-approved analytical tools.

Jacob Hoffman is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Vineyard Vines and spent over a decade in full-time education prior to entering the financial sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices, offering various advisory programs and investment solutions under a fiduciary standard.

Harry Booms is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1985. Outside of his advisory role, he is also involved in farming as the owner of Ashmore Acres in Harbor Beach, Michigan. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Brian Hanigan is a financial advisor at Edward Jones with 30 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Prudential Investment Management Services LLC for ten years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors across the United States.

Thomas Hufton is a financial advisor with Ameriprise in Fenton, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Cetera and Cetera Investment Services LLC. Outside of his advisory work, he serves on the Board of Directors for the Young Life Foundation and participates in finance committees for both the First Presbyterian Church of Flint and the United Way of Genesee County. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kriss Klaus is a financial advisor with Primerica Advisors in Lapeer, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1994. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Bradley Foutch is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has served since 2011. He specializes in working with high net-worth families, focusing on corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, and tax minimization. Bradley and his team at The Foutch Group develop tailored financial strategies to address the unique lifestyle needs, cash-flow scenarios, and wealth preservation goals of their clients. Their approach includes asset allocation across equities, fixed income, alternative investments, options, and ETFs, with an emphasis on helping clients build, manage, and preserve their wealth. Bradley holds a Bachelor's Degree in Business and Finance from Lynn University in Boca Raton, FL. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Bradley lives in Linden, Michigan, with his wife and three children. Outside of his professional work, he enjoys baseball, basketball, boating, fishing, football, and spending time with his family.

Timothy Tenbusch II is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012 and JP Morgan Chase Bank, N.A. since 2014. Outside of finance, he owns and operates Tenbusch Construction and Equipment Leasing LLC, which focuses on home construction and equipment rental. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Adam Bradford is a Series 66 licensed financial advisor with Edward Jones in Oxford, MI, and has nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Rose Pest Solutions for 12 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed investment solutions. The firm operates under a fiduciary standard and is notable for its large network of advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

Michael Salah is a financial advisor with Fidelity Investments, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Mutual of America Securities LLC, Mutual of America Life Insurance Company, Citizens Securities, Inc., Spc, and Sigma Financial Corporation. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, serving a broad client base including charitable funds and registered investment companies.

Ryan Caraway is a financial advisor with Merrill in Oxford, MI, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Merrill during multiple periods since 2015 and has been with Bank of America, N.A. since 2019. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Neil Bitzer is a financial advisor with LPL Financial in Clarkston, Michigan, holding Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at Royal Alliance Associates, Inc. for 15 years and has operated his own financial services business since 1997. Bitzer also maintains an ongoing role with the Professional Affiliation Program, active for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms.

Justin Fister is a Wealth Management Advisor and partner of The HLA Wealth Management Group in Chicago, Illinois. With over 16 years at Merrill Lynch Wealth Management, Justin specializes in assisting affluent multi-generational families, corporate executives, and business owners with complex wealth management needs. His role involves tax-sensitive investment management, retirement cash flow and income planning, executive compensation planning, business cash management and succession planning, as well as estate, legacy, and trust services. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification through the CFP Board of Standards, Inc., as well as the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. Justin graduated from Ohio University with degrees in finance and marketing. He applies a goals-based approach, collaborating closely with clients and their families to develop customized financial strategies aligned with their short-term and long-term objectives. Residing in the Edgewater neighborhood of Chicago with his wife, Sonnie, and their son, Jackson, Justin is an active member of the Best Buddies organization and the Chicago Council on Global Affairs. He enjoys golfing in his spare time.

Eric Birch is a CFP®-certified financial advisor with 14 years of industry experience, currently affiliated with LPL Financial. He previously worked at JP Morgan Securities from 2013 to 2020. Birch is involved with Capstone Tax Services, LLC, where he provides tax preparation services. 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, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Adam Coselmon is a financial advisor at Raymond James & Associates with 26 years of industry experience and holds a Series 66 designation. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he is a partner in Horizon Group of Fenton LLC, a business in which he participates in decision-making. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

Steven Walker Jr. is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He operates out of Flint, MI, and holds the Series 66 designation. Outside of his advisory role, he manages a rental home in Flint, MI. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.