Heather Gosnick is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience and holds a Series 65 designation. She has professional experience in tax services through her ownership and role at Leverage Tax Services and Consulting, LLC, and is also the owner of Gosnick Legal, PLLC, a legal services firm. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, and combines advisory services with brokerage, mortgage, and insurance product sales.

Neil Weissman is a financial advisor with &Partners in Ann Arbor, MI, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Telemus Investment Management. He is also involved in a private real estate venture capital and private equity business as the owner of Weissy Investments. &Partners serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches. The firm employs a variety of analytical methods and manages accounts directly or via third-party managers, providing services under a dual registration as a registered investment adviser and broker-dealer.

Robert Mazza is a financial advisor at Hantz Financial Services, Inc. in Canton, MI, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Albion College and Bilco Tool. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charitable and corporate entities, and business owners. The firm focuses on ETF-based model portfolios combined with third-party money managers and employs various technology platforms for portfolio management and trade execution.

Kale Hensel is a financial advisor at TIAA-CREF based in Ann Arbor, MI, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA and TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Alexander Calderwood is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, he worked at the YMCA and has been involved with live entertainment as a partner in Oddrealityband, LLC, where he plays musical instruments and records music. Hantz Financial Services serves a diverse client base including individual investors, pension plans, charitable organizations, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels and integrates third-party money managers, unified managed accounts, and Direct Indexing with automated tax-loss harvesting.

Anthony Bacarella is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has worked at SPC since 1996 and previously at Parkland Securities from 2014 to 2022. He is also the owner and president of Bacarella Wealth Consultants, LLC. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management options through a network of over 460 advisers.

Alexandrea Snyder is a Series 66-licensed financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, with eight years of industry experience. Her background includes work at Cedar Springs Brew Co. and Concordia University prior to joining Hantz Financial Services. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and portfolio management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and direct indexing, combining advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Brenda Henning is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior roles include positions at Old National Bank, Foresters Financial Services, and First Investors Advisory Services. She also participates in a referral program for banking products through Old National Bank. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kerry Kerch is a financial advisor with J.P. Morgan Securities in Plymouth, MI, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012, following roles at PNC Wealth Management, LPL Financial, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG criteria within its eligible investment strategies.

Jeffrey Core is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Huntington Investment Company, Infinex Investments, Flagstar Bank, and Fifth Third Bank. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Janet Nickel is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding Series 63 and Series 65 licenses. She has 37 years of industry experience and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Conrad Landis is a financial advisor at Wells Fargo Advisors in Canton, MI, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, Colorado Financial Advisors, Charles Schwab & Co., Inc, and service in the U.S. Army National Guard as an infantryman. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services that cover a broad range of needs, including specialized areas such as business-owner transition and special-needs planning. Advisors provide tailored recommendations using firm research and planning tools, with clients choosing whether and how to implement them through brokerage or advisory programs.

Jennifer Sordyl is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies that align with clients’ long-term financial goals. She works closely with clients across various focus areas including college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, and women and wealth initiatives. Jennifer employs a goals-based wealth management process to develop, implement, and review retirement planning strategies tailored to individual client needs. Jennifer joined Merrill in 2009 following her graduation from Central Michigan University, where she earned a bachelor's degree in accounting and finance. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She values community involvement and volunteers with local organizations, embracing the Merrill tradition of community participation. Outside of work, Jennifer enjoys hiking, traveling, practicing yoga, and spending time with her family. She resides in downtown Detroit, where she explores the city and its dining scene.

Joshua Brucker is a Series 66-licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., having joined both firms in 2025. Prior to this, he worked at Equitable Advisors LLC for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory program.

Daniel Nickodemus is a CFP® professional with 35 years of industry experience, currently serving at Thrivent Investment Management since 2002. He is based in Plymouth, MI, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves in several nonprofit and community positions, including Treasurer of Historic Trinity Lutheran Church and board member roles with related organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across multiple areas without discretionary trading authority and integrates planning with managed-account services under a consolidated billing option called “WealthPlan.”

Nicole Norris is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She guides clients through comprehensive wealth management strategies that begin with understanding their financial goals. Utilizing the investment insights of Merrill and the banking services of Bank of America, she assists clients in addressing various aspects of their financial lives. Nicole began her career at Merrill in 1993 after earning a Bachelor of Arts degree in Economics from the University of Michigan Dearborn. She holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also a qualified Portfolio Manager who can manage personalized strategies on a discretionary basis. In addition to her professional pursuits, Nicole is actively involved in the community, volunteering with organizations such as the Girl Scouts of Southeast Michigan. Her personal interests include antiquing, bowling, cooking, gardening, genealogy, pickleball, skiing, spending time with her family, tennis, and traveling.

Bruce Pickard is a financial advisor at Merrill based in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has worked at Merrill since 1982 and has also been with Bank of America since 2009. 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. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Rolfes is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at LPL Financial before joining Ameriprise in 2016. Outside of advising, he serves as a basketball official for the Michigan High School Athletic Association. 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 written recommendations and annual planning focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Sean Cooney is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 1999. 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 including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Angela Linder is a Senior Financial Advisor with Merrill Lynch Wealth Management. She is a proud member of the Palmer Linder Group, a financial advisory team based in Metro Detroit. Angela and her team serve a select group of families, retirees, corporate executives, and business owners across the country, focusing on simplifying and clarifying their financial affairs through a team approach and educational support. With over 16 years of experience in the financial services industry since joining Merrill in 2007, Angela specializes in assisting multi-generational, high net worth families and business owners. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, and sports and entertainment. Angela holds the Chartered Retirement Planning Counselor (CRPC) designation earned in 2014 from the College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) designation. She earned an Associate's degree in Business from Henry Ford College. Angela is active in her community, volunteering with organizations such as the Dearborn Rotary Club and In Place of War, a global organization that fosters positive change through creativity in conflict-impacted areas. She is also involved with the Downriver Community Band, Tec-Troit Electronic Music Festival, and is affiliated with professional organizations including In Place of War USA and Tec-Troit.