Jeffrey Myslinski is a financial advisor with LPL Financial holding Series 63, 65, and 66 licenses. He has worked at LPL Financial /52 Blue Wealth since 2026 and previously operated Myslinski CPA PLLC and worked at William Molnar Roofing, Inc. outside the financial industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a wide range of advisory and brokerage services. The firm supports its advisors with various investment strategies and operational tools while overseeing substantial discretionary assets across a large advisor network.

Michelle Joseph is a financial advisor with LPL Financial in Brighton, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at LPL Financial since 2009, with a two-year period at Invest Financial Corporation from 2016 to 2018. 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 financial planning and investment management services through a large network of advisors and employs various strategies including model portfolios, third-party subadvisors, and customized approaches.

Jennifer Walker is a financial advisor with LPL Financial in Northville, MI, holding a Series 66 license and 12 years of industry experience. She previously worked at Lee E. Holland, CPA, CFP, and Lee E. Holland & Associates, P.C. outside of her current role. Additionally, Walker provides tax preparation and accounting services through her own businesses and serves as a notary public. 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 supported by a large network of investment adviser representatives and utilizes a variety of portfolio management options including model portfolios and third-party subadvisors.

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 prior work includes roles at United Wholesale Mortgage and Keating Network. Outside of advisory work, she serves as Vice President of Strategic Relations at Curus, a non-investment-related position. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies created by unaffiliated asset managers. The firm supports approximately 3,698 advisors and $15.5 billion in assets under management.

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.

Linda Barrows is a financial advisor with Primerica Advisors in Wixom, MI, holding Series 63 and Series 65 licenses and having 31 years of industry experience. She has been with Primerica Financial Services since 1995 and Primerica Advisors since 2001. Outside of advising, she is the author of the book *Flirting With Stupid*, a publishing project she has been involved with since 2022. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Daniel Yutzy is a financial advisor with LPL Financial based in Northville, MI, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at MSC Industrial Supply Company and Power Home Remodeling. He is also involved with Baldwin Capital Tax Services, providing tax preparation and accounting 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 a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

Kelsey Hunter is a financial advisor at OSAIC with eight years of industry experience. She holds the Series 63 and Series 66 credentials and has held prior roles at firms including Woodbury Financial Services, Wealth Strategies Financial Group, Minnesota Life Insurance, and Foresters Financial Services. Hunter also operates a sole proprietorship, NextGen Wealth Services, in addition to her advisory work. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Ronald Dickerson Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining J.P. Morgan, he worked at Wells Fargo Clearing, Infinex Investments, and Flagstar Bank. He serves on the boards of two Ann Arbor-based nonprofits, including a youth-focused community center and a university ministry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence with an ESG eligibility framework and includes broader derivatives and commodities capabilities.

Jeff Tomlinson is a financial advisor with LPL Financial based in Howell, MI, holding a Series 66 designation and 16 years of industry experience. He previously worked at VOYA Financial Advisors, Inc. and Signator Investors, Inc. Tomlinson is also involved with Nova Retirement and Wealth Solutions, a business related to his LPL work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

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.

Ryan Gliwa is a financial advisor with Ameriprise in Livonia, MI, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its affiliated entities since 2017. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Aaron Tonna is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has worked with Fidelity Investments since 2020, serving previously as a Planning Consultant and an Investment Consultant. Prior to joining Fidelity, Aaron held roles at Vanguard, including Investment Sales Consultant, Account Transition Specialist, and Operations Associate from 2017 to 2020. Throughout his career, Aaron has developed experience in financial planning, investment consulting, and account management. He emphasizes building strong relationships and trust with his clients to provide financial plans tailored to their individual goals.

Grant Lowery is a financial advisor with Raymond James Financial in Northville, MI, holding a Series 66 designation and three years of industry experience. He also works as an associate at Scott Lowery, CPA, PC, where he manages office operations and prepares tax returns. His career includes prior roles at Quicken Loans and extensive experience within Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

David Herbeck is the Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served in several positions at Fidelity Investments, including Financial Consultant from 2022 to 2025 and Investment Consultant from 2021 to 2022. He has additional experience as a Financial Advisor at PNC Investments from 2018 to 2021. Earlier in his career, he worked at Sigma Financial Corporation as a Registered Representative and at SPC as an Investment Advisor Representative from 2017 to 2018. In his role as Vice President Financial Consultant, David works closely with clients to understand their financial goals and develop personalized financial plans tailored to their unique needs.

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.

Jeffrey Stark is a financial advisor with Edward Jones in Milford, MI, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he serves as the head volleyball coach at Oakland Community College. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Devin Kind is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. and Clear Strategy. Outside of finance, Kind also worked as a barber for several years, cutting hair on weekends. OSAIC operates a multi-advisor platform serving retail and institutional clients, including high-net-worth individuals, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization supported by advanced analytical tools.

Dominic Balagna is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior experience includes a year at NorthWestern Mutual before joining LPL Financial. 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 over 22,800 advisors and $819 billion in discretionary assets under management.