Anthony Lauzon is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes nine years at Ameriprise Financial Services before joining Stifel Nicolaus & Co Inc in 2018. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jay Hoffman is a financial advisor at Edward Jones in Grand Blanc, MI, holding Series 63 and Series 66 licenses with 32 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he owns a real estate rental business, BAJ of Grand Blanc, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Luke Sullivan is a Planning Consultant at Fidelity Investments, where he works closely with clients to develop financial plans tailored to their family's unique needs. He focuses on building strategies to improve these plans while maintaining open communication throughout the process. Luke has been with Fidelity Investments since 2020, progressing through roles as a Financial Representative, Relationship Manager, and now as a Planning Consultant. His experience within the company provides him with a comprehensive understanding of financial planning and client relationship management. Outside of his professional responsibilities, Luke enjoys activities such as fishing, football, golf, spending time at the lake, listening to music, and engaging in outdoor adventures.

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.

Jeffrey Snider is a financial advisor with Mass Mutual Investors Services in Flint, Michigan, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked with MML Investors Services and Massachusetts Mutual Life Insurance Company since 1992. Outside of his advisory role, he is involved in sales of life, health, and group insurance through his business, Jeff Snider Financial. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using firm-approved analytical tools to support client goals.

Sean O'Guinn is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and has been in the industry since 2026. His previous work experience includes roles at Integrity Home Health Care, Qualified Staffing, and Trialon Corporation. Mass Mutual Investors Services 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 and collaborative planning processes.

Timothy Bright is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2015, including its predecessor entity, and was previously with The Huntington Investment Company. In addition to his advisory role, he operates Bright's Tax Service, offering tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

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.

Joshua Brehm is a Managing Director and Wealth Management Advisor with the BRZ Group at Merrill Lynch Wealth Management in Grand Blanc, Michigan. He advises high-net-worth individuals, families, and business owners, delivering strategies that support growth, transition, and long-term financial security. Josh joined Merrill in 2013 and serves as a liaison to senior leadership through the Merrill Financial Advisor's Advisory Council to Management (ACTM). Josh's expertise focuses on assisting successful business owners with the sale, transition, or succession of their companies. He works collaboratively with clients and their legal, tax, and financial advisors to create integrated strategies that address liquidity planning, investment strategy, tax efficiency, estate planning, charitable giving, family wealth transfer, and life after business ownership. Josh also provides guidance on college education planning, corporate benefits, executive compensation, family wealth management, and personal retirement planning. He holds a Bachelor's Degree in Finance from Alma College, a Master of Business Administration in Finance from Walsh College, and completed a certificate program at Oakland University. Josh has earned several professional designations, including Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He lives in Fenton, Michigan, with his wife, Holly, and their three children. Josh is also involved with Alma College.

Andrea Attwood is a financial advisor at Stifel with 14 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2017. Prior to that, she held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She also serves as a Notary Public in Flint, Michigan. Stifel serves a broad client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing guidance through forward-looking capital market assumptions and probabilistic modeling.

Donald Gillis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James Financial since 2010 and Raymond James Financial Services, Inc. since 2004. He is also the owner of The Gillis Group, a support company based in Highland, MI. 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, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Adam Upleger is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior work includes roles at Advantage Tax and Financial, St. Joseph Mercy Oakland, and Topgolf. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, incorporating discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Shane Heddy is a financial advisor at OSAIC with six years of industry experience and holds the Series 66 designation. He has previously worked at Legacy Financial Group and West Financial Planning, among other roles. Outside of his advisory work, he owns a woodworking business that sells handmade furniture online and collaborates as a musical artist. He also teaches and moderates courses for the College for Financial Planning. OSAIC serves a diverse client base including individual investors, pension plans, and charitable organizations, providing brokerage and advisory services through a large network of affiliated advisors. The firm offers comprehensive portfolio construction tools and supports multiple third-party investment platforms and managed account solutions.

Alexander Mortensen is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and one year of industry experience. He has worked at LPL Financial and Genisys Credit Union since 2024, with prior roles in the retail and service industries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering discretionary and non-discretionary management supported by research and model portfolios.

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.

Asha Patel is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has previously worked at Cetera and Genisys Credit Union. Patel is also involved with Genisys Investment Services, a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology tools.

James Blankenship is a financial advisor with Thrivent Investment Management in Clarkston, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 20 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of advisors. The firm offers holistic, goal-based financial planning covering a broad range of topics, with services delivered on a one-time or ongoing basis and separate from managed-account programs.

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.