Andrea Kean is a financial advisor with Edward Jones in Brighton, MI, holding a Series 63 designation and 30 years of industry experience. She has worked with Edward Jones since 2009. Outside of her advisory role, she is involved in rental property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of investment strategies, tax-efficient services, and maintains a large nationwide network of advisors and branch offices.

Calvin George is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he spent 11 years at Georgetown Wholesale LLC, where he was the sole proprietor and handled bookkeeping for a wholesale business selling items on Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management as well as fund advisory services. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Amanda Teremi is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. She has also worked with Ballard Wealth Group and has prior experience in banking and retail. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using risk profiling and analytical tools tailored to client goals.

Thomas Halonen is a CFP® certified financial advisor with 21 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Farmers Insurance Group and Farmers Financial Solutions from 2006 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Jack Rosely is a financial advisor with UBS Financial Services in Farmington Hills, MI, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has been with Painewebber Incorporated since 1990. Outside of his advisory role, Jack holds a real estate license at ICR Co. in Madison Heights. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Linda Laprad is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with Raymond James since 1999, serving in various capacities within the firm for over two decades. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains distinctive programs such as municipal and public-finance advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Amy Smith is a financial advisor with Ameriprise Financial Services LLC in Novi, MI, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Ameriprise since 1998. Outside of her advisory role, she owns a business called Legacy Family Office and serves on the finance committee of St. James Catholic Church. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, utilizing a centralized consulting team that delivers data-driven, non-discretionary recommendations. The firm combines research, modeling, and tax-efficiency analysis to support retirement strategies, with a focus on assets managed within Ameriprise accounts.

Lindsay Maldonado is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and three years of industry experience. Her prior work includes roles at United Wholesale Mortgage and positions in early childhood development and senior care. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as a commodity pool operator and advisor to multiple registered investment companies.

Kevin Brennan is a financial advisor at Cetera with 22 years of industry experience. He holds Series 65 and Series 66 registrations and has previously worked at VOYA Financial Advisors and Hollbrook Insurance Agency. Brennan is also the owner of Brennan Services LLC, a financial services business, and serves as Vice Chair of the Hartland Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Jonah Bartlett is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked at Edward Jones and has experience in both financial services and education, including serving as a football coach at Mason Public Schools. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors and employs a multi-manager platform with various program structures and investment options.

Michael Mcclintock is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for VOYA Financial Advisors for seven years before joining LPL Financial in 2021. Mcclintock is also involved with Nova Retirement and Wealth Solutions, a DBA related to his LPL business activities. 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 financial planning, asset management, and retirement advisory services through a large network of investment adviser representatives.

Bruce Berry is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Cambridge Investment Research Advisors and has operated Berry & Maas Consulting, Inc. since 2003. Outside of his advisory roles, he is involved with several business entities for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of financial planning and investment management services to individuals, retirement plans, banks, trust companies, and institutions. The firm combines extensive advisory capabilities with various non-advisory financial services and supports over 22,800 advisors managing more than $819 billion in discretionary assets.

Kelsey Heinrich is an advisor at LPL Financial with a Series 66 designation and one year of industry experience. Her prior work includes roles at Lake Trust Credit Union and Heartland Payment Systems. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Kenneth Oldham is a financial advisor at Ameriprise with one year of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, he worked at EverNorth Wealth Advisors and Foguth Financial Group. Outside of his financial advisory role, he is involved with Orchard Grove Community Church where he leads a men’s group, teaches, and occasionally performs ceremonies such as weddings and funerals. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kent Ballard is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1998 and with Raymond James Financial since 2011. Ballard also owns Ballard Wealth Group, a marketing name used for his branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs across a large network of advisors.

Eloise Lacey is a financial advisor with Fidelity Investments, holding a Series 66 designation. She has experience working at Fidelity since 2026 and previously was employed at Michigan State University and Herbert Financial Group. Outside of finance, she worked for three years at Dairy Dream. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Renee Mietelski is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2011. She has been with Fidelity Investments for 27 years, serving in various roles including Financial Consultant, Investments Consultant, Client Service Specialist, and Senior Tax Customer Service Specialist, among others. Throughout her career, Renee has focused on building relationships with clients to understand their financial goals, preferences, and concerns. Her extensive experience at Fidelity spans from retirement representation to financial consulting, allowing her to create comprehensive financial plans aimed at providing clients with peace of mind and supporting the lifestyles they aspire to maintain. Renee's approach emphasizes collaboration with clients to tailor strategies that align with their individual needs. Outside of her professional responsibilities, Renee enjoys beach activities, family time, fitness, social events with friends, music, and parenthood.

Michael Conti is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 13 years of industry experience. His prior experience includes seven years at Bank of America and Merrill. He is based in Novi, Michigan. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

Troy Vanden Bosch is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at multiple Raymond James entities since 2013 and operates VandenBosch Capital Management as an independent business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools, supports municipal and public-finance work, and provides specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Austin Caryl is a financial advisor at Cambridge Investment Research Advisors and holds a Series 65 designation. He has one year of industry experience and previously worked at University Bank and Ann Arbor Ice Cube. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.