Jonathan Suzio is a financial advisor with LPL Financial and holds the Series 66 designation. He has six years of industry experience, including previous roles at Capstone Wealth Management and Varroc Lighting Systems. Outside of advisory work, he is a commissioned notary public and provides tax preparation services through Capstone Tax Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, and access to third-party asset managers, supporting advisors with a variety of discretionary and non-discretionary strategies.

Shane Skerbe is a financial advisor at Edward Jones in Macomb, MI, holding a Series 66 designation. He has one year of industry experience and has previously worked at firms including Paychex and UMU Technology LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jeffery Fox is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2023, he worked at Comprehensive Capital Management, Inc. and Comprehensive Asset Management & Servicing, Inc. for 14 years. He is also involved with Senior Resources, LLC and Physicians Preferred Planning, both non-investment related business entities. 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.

Thomas Van Doorne Sr is a financial advisor with Ameriprise in Macomb, MI, holding a Series 66 designation and 19 years of industry experience. He previously worked at LPL Financial for 16 years before joining Ameriprise in 2025. Outside of his advisory role, he is co-owner of Firma Financial Planning, where he manages his Ameriprise business. 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 retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Sean Johnson is the Resident Director and Wealth Management Advisor at Merrill, where he provides financial guidance and wealth management strategies to high net worth individuals and organizations. He joined GSJ & Associates with Merrill in 2015 to enhance the services and strategies offered to clients, focusing on goals-based wealth management and strategic asset allocation. Sean holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Defiance College. Sean's client focus areas include college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Outside of his professional work, Sean is an Eagle Scout and values his role as a father and husband. His personal interests include camping, football, golfing, hiking, hunting, photography, singing, traveling, watching movies, and woodworking. He emphasizes a disciplined and personalized approach to financial planning, aiming to help clients build a roadmap to achieve their individual goals across different stages of life.

Lisa Imbrunnone is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company and Huntington National Bank for nine years. She has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Daniel Muzljakovich is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with Ameriprise since 2009, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Outside of his advisory role, he owns and operates a tax preparation business, Bryan Russell & Associates, PC CPA's. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jack Oliveri is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He also provides tax, audit, and accounting services at Bultynck & Co PLLC. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified investment management solutions through a large network of independent advisors and employs a multi-manager platform with various program structures and portfolio options.

Steven Ellsworth is a financial advisor with LPL Financial in Warren, MI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at USAdvisors Wealth Management, Securities America Advisors, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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.

Scott Debbs is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Huntington Investment Company and Northwestern Mutual. Outside of his advisory role, he coaches as a slot receiver for the Eisenhower High School varsity football team. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning, combining investment research and algorithmic tools to provide tax-aware withdrawal strategies and Social Security options.

Scott Luther is a financial advisor with LPL Financial in Clinton Township, MI, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has worked at Lexington Financial since 2001 and was previously affiliated with Commonwealth Financial Network for 25 years. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Carlo Manzella is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 63 and Series 66 designations. Outside of finance, he has operated a DJ service from 2023 to 2025. 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. The firm’s advisory process combines quantitative and qualitative research with a focus on eligible strategies, supported by centralized due diligence and affiliated implementation services.

Aaron Collins is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His work history includes positions at Thrivent Financial, Industrial Alliance, LA Fitness, and educational roles at Lutheran High North High School and Trinity Lutheran School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across a broad range of topics without discretionary trading authority. The firm combines planning with managed-account programs through a consolidated billing option called WealthPlan, while maintaining separate services.

Jessica Vucinaj is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Anthony Righi is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and previously worked at Sigma Financial Corporation and Spc. Righi is also involved in non-investment activities, serving as a voting board member at Austin Catholic High School and playing guitar for his church. 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 operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms.

Keegan Raleigh is a financial advisor with Ameriprise in Shelby Township, MI, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at The Huntington Investment Company from 2008 to 2026 before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Simonds is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with LPL Financial since 2009. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services primarily through investment adviser representatives using a range of investment strategies.

Benjamin Labadie is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has held roles within JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. prior to his current position. Labadie holds the Series 63 and Series 65 credentials. 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 searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework, with implementation support from affiliated investment-management entities.

Dominic Fazzolari is a financial advisor at Ameriprise with 11 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2013. Outside of advising, he serves on the board of directors for Excel Networking. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Peter Millar III is a financial advisor with LPL Financial in Romeo, MI, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at NYLIFE Securities Inc and New York Life Insurance Company. Outside of advisory work, he has longstanding experience in the food services industry. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.