Mason Sova is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. His prior work includes positions at Equitable Advisors and DFCU. Mason’s background includes diverse roles before entering the financial sector. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

Ryan Welch is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Adamy Valuation Advisors and has held various roles in corporate and educational settings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio options supported by research from LPL and third-party providers.

Garrett Flynn is a financial advisor at OSAIC with a Series 66 designation and six years of industry experience. He previously worked at Liggett from 2016 to 2022 and attended Michigan State University from 2022 to 2026. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk assessments to construct portfolios that include a wide range of investment options.

Daniel De Lano is a CFP® professional with 27 years of industry experience, currently serving at Edward Jones in Northville, MI. He has been involved with Michigan Trading Partners since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melissa Hodskins is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2010. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Robert Park is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial in Dearborn, MI. His prior experience includes roles at Raymond James & Associates, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services supported by research and multiple portfolio management options.

Collin Crowell is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021, following roles at Bankers Life and other companies. Outside of financial advising, Crowell is involved in music as a co-owner of Mission Think L.L.C., where he writes and composes drum tracks and lyrics. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement income planning advice through a combination of proprietary research and third-party tools. The firm’s approach integrates asset allocation strategies and tax-aware withdrawal methods, primarily offering managed account solutions within its affiliated product ecosystem.

Mike Mc Gowan is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. dating back to 2005. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide fund and strategy recommendations.

Clare Mc Millan is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at EDUStaff and was involved with the Olancho Aid Foundation in 2017. 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, supported by a large network of financial advisors and branch offices nationwide.

Sidney Thompson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Thompson held positions in education and retail, including roles at Wayne State University, Macomb Community College, and Target. Merrill, along 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 institutional investors.

Shanna Shillington Bylsma is a financial advisor with Ameriprise in Belmont, MI, holding a Series 66 credential and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she is an active member of the D.A. Blodgett St. John's Home Guild, a nonprofit organization where she helps organize major fundraisers and volunteer initiatives. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet certain asset thresholds. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies and employs a centralized consulting team that delivers data-driven, non-discretionary retirement recommendations.

Bryanne Kramer is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Clawson, MI. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports, primarily for clients with assets managed within Ameriprise.

Dillon Dejong is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. He has worked at OSAIC since 2021 and previously held positions at Northwestern Mutual and Hartman and Tyner. Outside of his advisory role, Dejong has involvement with Michigan Financial Companies in administrative and client relations capacities. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of advisers, offering integrated brokerage and advisory services, financial planning, and retirement consulting. The firm utilizes a variety of investment tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Madison Campbell is a financial advisor at J.P. Morgan Securities with six years of industry experience. She previously worked at Thrivent Financial and the Office of Public Defender. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework.

David Kelton is a financial advisor with LPL Financial in Livonia, MI, holding Series 63 and Series 65 licenses and accumulating 39 years of industry experience. He has been associated with Independent Financial Advisors and LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

David Blake is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 21 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He also served as a Michigan Soccer Referee from 2019 to 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Joel Michalek is a financial advisor with LPL Financial in Northville, MI, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He previously worked at Citizens Securities Inc. from 2015 to 2020. Outside of his advisory role, he has served as a precinct delegate for the Republican Committee State Convention. 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 representatives. The firm offers financial planning, various advisory programs, and consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Altizer is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2004 and has served as a high school sports official since 2006. Altizer is also involved in community organizations, including board membership with ARC of Dearborn/Dearborn Heights and participation in the Dearborn Chamber of Commerce. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning and investment consulting through various programs and is notable for its municipal advisory services and affiliated institutional solutions.

Patrick Maher is a CFP® professional with 30 years of experience in the financial industry. He is currently with LPL Financial and has prior experience at Cuso Financial Services, LP and DFCU Financial, where he has been involved for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research and model portfolios.

Jay Peitsch is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Chase Bank and affiliated entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.