Nicholas Alexander is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked for Hartford Funds Distributors, LLC for 11 years. In addition to his advisory role, he owns and operates a hop farm in northern Michigan and serves as a board member for Hop Growers of Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices across the United States.

Jason Huntley is a CFP® professional with 28 years of experience in financial advisory services. He is currently with LPL Financial, joining in 2024 after 18 years at Founders Financial Securities, LLC. Huntley is involved in local government as a member of the Cohoctah Township Zoning Board of Appeals and serves as a precinct delegate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Deborah Burkhalter is a financial advisor with Raymond James Financial Services Advisors, Inc. in Ann Arbor, Michigan, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Raymond James since 2004 and previously at Ben Griffith Financial Services. Outside of finance, she is an author and has operated a photography business since 2004. 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, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Marla Alati is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and has 32 years of industry experience. She previously worked at Comerica Securities for 29 years and Ameriprise for 3 years. Alati is also involved in independent insurance brokering. 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 offers financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Matthew Murray is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and JP Morgan Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Michael Balagna is a CFP®-designated financial advisor with LPL Financial, bringing 43 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he is associated with M. B. Financial Inc. for accounting and investment-related purposes. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Xiaomin Deroo is a financial advisor with J.P. Morgan Securities in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with J.P. Morgan Securities since 2014 and has worked at JPMORGAN Chase Bank, N.A. since 2013. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering non-discretionary investment recommendations supported by a centralized due-diligence framework.

Andrew Vane is a financial advisor with Raymond James Financial, holding a Series 66 designation. He has experience working at Raymond James Financial Services Advisors, Inc., Legacy Financial Inc., and Raymond James Financial Services, Inc. Outside of finance, he has engineering experience with YA Engineering Services and Donan Engineering, and previously worked at Eastern Michigan University. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charities. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools, while also supporting municipal and public finance activities and specialized advisory programs.

Crysta Manthei is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has been with LPL Financial since 2022 and has prior involvement with the Wharton Center for Performing Arts, the Michigan Association of Broadcasters, and the Lansing Symphony Orchestra. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Diane Winner is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with LPL Financial and the Bank of Ann Arbor since 2013. Outside of her advisory role, she competes as a powerlifter in regional and national competitions. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios, and provides both discretionary and non-discretionary management services.

Juliette Gassner is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, she worked in roles including at Draught Horse Brewery and Powerhouse Gym. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Zachary Pachera is a financial advisor at Raymond James Financial in Ann Arbor, MI, holding a Series 66 designation with one year of industry experience. His prior roles include positions at LPL Financial LLC and Evangelista & Associates. He also worked as an educator at Skyline High School and Forsythe Middle School. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary advisory services using analytical tools and supports its clients through a large network of advisors and specialized programs.

Amy Dennis is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 10 years of industry experience. Amy has been with Raymond James since 2016 and has also worked at Ben Griffith Financial Services. She is currently involved as an associate at Bison Wealth Planners, where she engages in client service and transaction activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools and supports specialized municipal and public finance work.

Bryan Mcnamara is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2015. Outside of his work in finance, he is involved with Synod Residential Services, an organization he has been connected to since 2011. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to assist clients in developing financial plans.

Brent Martin is a Series 66-licensed financial advisor with 11 years of industry experience, currently at Raymond James Financial in Ann Arbor, MI. He spent 10 years with Edward Jones before joining Raymond James in 2025. Outside of his advisory role, he is involved with Legacy Financial, a non-investment-related business in Ann Arbor. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm provides non-discretionary financial planning and investment consulting tailored to client goals, utilizing risk profiling and advanced modeling tools.

Albert Sharp II is a financial advisor with Ameriprise in Brighton, MI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its predecessor firm since 1985. Outside of his advisory role, he owns and operates a motel and apartment business. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Scott Davis is a CFP® professional with 32 years of industry experience, currently affiliated with OSAIC. He previously worked at Signator Investors, Inc. for 22 years before joining Royal Alliance Associates, Inc. He also serves as president of the Greenfield Pointe Homeowner's Association, where he manages meeting agendas and assists with financial monitoring. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and various advisory platforms.

Angelo Leslie is a financial advisor at Osaic Wealth Inc. with eight years of industry experience. He holds a Series 65 designation and has worked previously at Gries Financial Partners, Planning Alternatives Ltd., PNC Bank, and Comerica Bank. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Charles O'Quinn is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he co-owns GMO Enterprises LLC, a family business formed to hold and operate a farm and real estate holdings. 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 and investment strategies, operating under a fiduciary standard with a large national network of advisors and branch offices.

Oscar Ford is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and previously worked at firms including Prudential and Thrivent Financial. Outside of his advisory role, Ford is a board member of the nonprofit BuildOn Detroit and owns StratSo Solutions LLC, a light manufacturing outsourcing company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide recommendations.