Brandon Mattinen is a financial advisor with J.P. Morgan Securities in Clarkston, MI, holding a Series 66 designation and eight years of industry experience. He has previously worked at Bank of America/Merrill Lynch and JPMorgan Chase Bank. Outside of his advisory role, he creates motivational content on TikTok focused on life and personal growth. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Edward Sudzina is a financial advisor with Raymond James & Associates in Clarkston, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2001 and is also involved with the organization Band of Brothers. Outside his advisory role, he is a partner and CEO of Kitty Properties LLC, a non-investment related business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers comprehensive financial planning and consulting services, employing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Mitchell Schafer is a Series 66 registered advisor with LPL Financial, bringing eight years of industry experience. He previously worked at Sigma Financial Corporation for five years before joining LPL Financial in 2023. In addition to his advisory role, Schafer is employed as an administrative assistant at Strategic Financial Pathways. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Justin Riley is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Morgan Stanley. Riley joined Fidelity in 2018, where he has held roles across Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.

William Ashwell is a CFP® and ChFC® with 38 years of industry experience. He has been with LPL Financial since 2005, following a prior role at CUNA Brokerage Services. He is also registered for the sale of fixed insurance products, including life and annuity insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Hollis is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with individuals and business owners to develop personalized financial strategies, focusing on areas such as portfolio construction, retirement planning, legacy planning, liquidity management, and tax minimization. Matthew emphasizes risk minimization and employs strategies including modern portfolio theory to reduce portfolio volatility by using low and negatively correlating asset classes. Matthew began his career in financial services in 2003 after earning a Bachelor of Science degree in Business from Miami University. He further pursued education and holds a Master of Business Administration with a concentration in Finance and Business Economics from Oakland University. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Life Underwriter (CLU), and Chartered Retirement Plans Specialist (CRPS) designations.Matthew is active in his community, serving as a youth basketball coach and participating in his church, Christ the Redeemer in Orion, Michigan. He also engages in various sports such as baseball, basketball, bowling, golf, ice hockey, soccer, swimming, and tennis, and values spending time with his family.

James Vrabel is a financial advisor with Edward Jones in Ortonville, MI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Sprint, Push Wireless, and Smart Pay Lease before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large national network of financial advisors and branch offices.

Darryl Walker is a Financial Consultant currently working with Fidelity Investments since 2024. He has 19 years of experience in the financial services industry, having held positions such as Vice President Financial Consultant at Charles Schwab from 2022 to 2024, Senior Financial Consultant at TD Ameritrade between 2019 and 2024, Private Client Advisor at JP Morgan from 2016 to 2019, and Financial Consultant roles at Thrivent Financial and Northstar Financial earlier in his career. Throughout his career, Darryl has focused on helping clients and families develop tailored plans to pursue their financial goals. He emphasizes building relationships based on trust and integrity and works collaboratively with clients to create plans that are aligned with their unique situations. Outside of his professional work, Darryl has interests in baseball and family activities.

Morgan Warner is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Warner held positions at CWM Private Wealth, Commonwealth Financial Network, Center for Wealth Management, Raymond James & Associates Inc., Plante Moran, and other firms. Outside of finance, Warner has experience with Eastside Tennis and Fitness. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Paul Moceri is a financial advisor at Stifel with 20 years of industry experience and holds the Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America, N.A. He also serves as a trustee for a family trust. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Michael Reed is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for ten years at E&J Gallo Winery. He is the president of a local business networking group in Clarkston, MI. 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, supported by a large nationwide network of financial advisors and branch offices.

Rhylie Alaimo is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2015. She works as part of a team of financial advisors, aiming to help clients pursue their financial goals through personalized wealth management strategies tailored to their unique circumstances. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, women and wealth, and retirement income. Rhylie holds a Bachelor's degree from Michigan State University and holds the professional designations Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Outside of her professional work, Rhylie participates in community volunteering, including involvement with Big Brothers Big Sisters. In her personal time, she enjoys cooking, gardening, pottery, reading, tennis, traveling, and watching movies.

Kara Case is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has worked at LPL Financial since 2019 and previously held positions at Centaurus Financial Inc. and JPMorgan Chase Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Craig Bastuba is a financial advisor with Equitable Advisors in Rochester, MI, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, including prior service at Axa Advisors, LLC. Outside of his advisory role, he is the owner of Lakeshore Benefit Group Inc. and is involved in property management and real estate through roles at Lok Properties LLC and AT Aspen LLC. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s advice process involves assessing client information and risk tolerance to match clients with appropriate investment models or discretionary managers, utilizing various third-party advisory programs and services.

Robert Phillips is a financial advisor with J.P. Morgan Securities based in Rochester, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes multiple roles within JPMorgan Chase Bank and J.P. Morgan Securities dating back to 2007. Phillips also has experience with Lifelong Advocacy Inc., where he worked from 2012 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative due diligence and includes capabilities in derivatives and commodities.

John Stelman is a CFP® with 32 years of industry experience, currently serving with Cambridge Investment Research Advisors since 2021 and previously from 2009 to 2018. His prior roles include a position at Acorn Wealth Advisors from 2018 to 2021. Stelman also manages an independent insurance agency, Stelman & Associates, in Shelby Township, MI. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers a range of account implementation platforms, access to third-party advisors, and proprietary model strategies under the Founders Gate Capital brand.

Michael Busse is a financial advisor with LPL Financial in Rochester, MI, holding a Series 66 designation and two years of industry experience. He previously worked with Raymond James Financial Services Advisors, Inc. and Austin Peay State University. 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 and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Stephen Huber is a CFP® with 22 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Woodbury Financial Services and Questar Asset Management. Outside of his advisory work, he is involved in tax preparation services and participates in a board game startup through a partnership in a content development and business planning venture. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a wide range of brokerage and advisory services. The firm utilizes a model-based investment process with a focus on asset allocation and portfolio optimization and is notable for its scale and recent consolidation activity.

Brent Deuel is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 12 years and Equitable Advisors for 3 years. In addition to his advisory role, he is a partner involved in the sales of group, life, health, AD&D, and long-term care insurance through Deuel Financial Group. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation, portfolio optimization, and a multi-advisor platform designed to support comprehensive financial planning and investment management.

Jake Mc Neil is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including prior roles at Northwestern Mutual from 2016 to 2018. He also works as a financial planner for Planned Financial Services, focusing on group short-term disability insurance. Mass Mutual Investors Services, LLC 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 to analyze client goals and deliver written recommendations.