Kevin Pierce is a CFP® professional with 12 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2019, and has held prior roles at Centaurus Financial, Parkland Securities, SPC, and Sigma Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms supported by a network of investment adviser representatives.

Jeffrey Bowie is a financial advisor with Merrill in Grand Blanc, MI, holding Series 63, Series 65, and Series 66 licenses and 17 years of industry experience. He has worked at Merrill since 2008, with a brief period at BofA Securities in 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jeffrey Jacques is a financial advisor with Edward Jones in Clarkston, MI, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of approximately 23,701 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets under management.

Clayton Winkler is a CFP® professional with 24 years of industry experience. He is currently with OSAIC and has previously worked at Woodbury Financial Services, Inc. and Equitable Advisors. He is the founder and chairman of Dogtags 4 Jesus, Inc., a 501(c)(3) nonprofit organization. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization across multiple platforms.

Travis Smith is a CFP® with 18 years of industry experience, currently serving at Raymond James Financial in Oxford, MI. He has been with Raymond James Financial Services since 2008 and holds a role as operations manager and co-branch manager at JLS Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support non-discretionary advisory programs and maintains specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Chris Liparoto is a Wealth Management Advisor with over 30 years of experience in providing financial and wealth management advice and services. He is a Managing Director at Merrill Lynch Wealth Management, where he supports clients including families, business owners, retirees, and professionals in pursuing their financial goals through customized strategies. His areas of focus include wealth management, investment-based strategies, estate and wealth transfer, money management selection, as well as financing and treasury management strategies for small businesses. Chris holds a Bachelor's degree in Economics and Sociology from Michigan State University. He has earned the Certified Investment Management Analyst (CIMA) designation, the Certified Plan Fiduciary Advisor (CPFA) designation, and the Chartered Retirement Planning Counselor (CRPC) designation. His credentials reflect his commitment to professional standards in financial planning and wealth management. Residing in Oakland Township, Michigan, Chris lives with his wife and four sons. He and his family are actively involved in sports and music, and they enjoy traveling together, including annual trips to Colorado. Chris has been involved in community service for over 15 years, serving on various nonprofit boards. He currently serves on the Board of Directors for Notre Dame Preparatory School in Pontiac, Michigan.

Phillip Guerra is a financial advisor with Morgan Stanley, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 13 years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. in 2025 and 2026, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jayce Erwin is a Senior Financial Advisor and a member of the BRZ Group with Merrill Lynch Wealth Management in the Grand Blanc, Michigan office. He provides financial advice and guidance to high-net-worth individuals and their families, collaborating closely with clients and their trusted advisors to address a variety of short- and long-term financial goals. Jayce and his team utilize the investment insights of Merrill and the banking capabilities of Bank of America to assist clients in navigating financial challenges and identifying opportunities. Jayce joined Merrill in 2018. His approach involves careful listening to clients' financial situations, preferences, and goals, including considerations such as time horizon, liquidity needs, and risk tolerance. He offers tailored recommendations designed to support income, growth, and long-term planning, maintaining ongoing engagement to ensure strategies remain aligned with clients' evolving objectives. He earned a Bachelor of Business Administration with a focus in Accounting from the University of Michigan–Flint. Jayce holds the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning Institutes Corp, the Certified Plan Fiduciary Advisor (CPFA) designation offered by the American Society of Pension Professionals & Actuaries, and the Personal Investment Advisor (PIA) designation. Jayce lives in Swartz Creek, Michigan with his wife, Danielle, and their three children.

Scott Hazelton is a financial advisor with Edward Jones in Clarkston, MI, holding Series 63 and Series 66 licenses and over 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his financial advisory role, Hazelton serves as a Reserve Deputy for the Oakland County Sheriff Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Sarah Novak is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at The Huntington Investment Company and Chase Investment Services Corp. Outside of her advisory work, she provides caregiving for her mother and works as a tax preparer. 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 broad range of advisory and brokerage services, utilizing strategic and tactical investment approaches supported by research and technology tools.

Maria Miriani is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in helping individuals organize and maximize their financial lives through personalized wealth management strategies. Maria's client focus areas include college education planning, family wealth management, retirement income planning, tax minimization, and portfolio management services. With over 10 years of experience in investment strategy, retirement planning, financial planning, and risk management, Maria delivers strategies that align with her clients' unique goals. She emphasizes building long-term relationships grounded in education and transparent communication to empower clients in navigating their financial landscapes. Maria holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Michigan State University. Outside of her professional role, Maria enjoys gardening, horseback riding, music, reading, scuba diving, swimming, watching movies, and spending time with her family.

Katherine Weber is a financial advisor with LPL Financial in Grand Blanc, MI, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial and MMB Advisors since 2021, with prior roles including positions at Gordon Food Service and the US Census Bureau. Weber also has experience serving the Chesaning Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Peter Gibson is a Wealth Management Advisor with Merrill Lynch Wealth Management. Over the past 10 years, he has focused on providing service and guidance in his clients' financial lives, emphasizing the development of personalized financial strategies that align with individual long-term goals. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Peter is a graduate of Wheaton College with degrees in Business Economics and Interpersonal Communication. He holds several professional designations, including Certified Financial Planner (CFP), Accredited Wealth Management Advisor (AWMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In addition to his professional work, Peter is involved in community organizations such as Oakland Christian School, Pontiac Dream Center, and Woodside Bible Church. He contributes to career development and life skills programs, coaches basketball, and supports special needs initiatives. Outside of his advisory role, Peter enjoys activities including basketball, biking, golfing, hiking, hunting, music, reading, rock climbing, running marathons, and traveling.

Barry Jones is a financial advisor with Equitable Advisors in Davison, MI, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, since 2001. Outside of advising, he serves as a varsity volleyball coach for Lapeer Community Schools. Equitable Advisors offers financial planning, retirement plan consulting, and asset-management programs to individuals, plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models and third-party managers, focusing on personalized client information, risk tolerance assessment, and a variety of investment options including mutual funds, ETFs, and alternative investments.

Jay Hoffman is a financial advisor with Edward Jones in Grand Blanc, MI, holding Series 63 and Series 66 licenses and with 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he owns a real estate business, BAJ of Grand Blanc, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Makranyi is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2012, serving previously as an Investment Consultant from 2013 to 2020 and as a Regional Planning Consultant from 2012 to 2013. In his role, George focuses on helping clients visualize their investment plans in relation to their goals and aims to build their confidence in these plans to enable them to stay the course. This approach supports clients in enjoying life while working toward their financial objectives. Outside of his professional work, George has personal interests that include baseball, golf, spending time at the lake, parenthood, and reading.

Brandon Patrone is a financial advisor with Ameriprise in Auburn Hills, MI, holding a Series 66 designation and eight years of industry experience. His prior work includes positions at Edward Jones, Michigan Financial Companies, and Signator Investors, Inc. In addition to his advisory role, he is involved in independent insurance brokering with Guardian Life, specializing in disability income. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Joshua Wade is a financial advisor at Edward Jones in Rochester, MI, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he served with the Bruce Township Fire Department from 2009 to 2022. 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.

Nicholas Schummer is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 registrations and 13 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2012 to 2018 before joining Mass Mutual in 2018. Outside of his advisory role, he is the CEO and owner of Boulder Gaming & Collectibles LLC, a retail business specializing in sales of gaming products and collectible cards. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools without discretionary authority over investments.

Nathan Cook is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and previously worked at Carbon Market Exchange Ltd and Michigan State University Athletics. Outside of his advisory role, he owns and operates Legendairy Ranch, a local farm. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and various organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, supported by extensive research and a nationwide network of advisers.