Christopher Warner is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wunderlich Securities. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Richard Smith is a CFP® and Series 66-registered financial advisor with Edward Jones in Howell, MI, where he has worked since 2011. He has 14 years of experience in the financial industry. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Matthew Lockwood is a financial advisor at J.P. Morgan Securities in Ann Arbor, MI, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach integrates centralized due diligence and may include an ESG eligibility framework, leveraging affiliates for implementation and portfolio services.

Donna Miller is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1987. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Tracy Nafe is a financial advisor at OSAIC Wealth Inc with one year of industry experience and holds a Series 66 designation. Prior to joining OSAIC, she has been a licensed residential real estate agent in Michigan since 1998 and currently maintains her license while referring out most clients. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform with an investment process focused on model-based asset allocation and portfolio optimization.

Caroline Andrews is a financial advisor with Raymond James Financial in Ann Arbor, MI, holding a Series 66 designation and seven years of industry experience. She previously worked at The Alinea Group LLC for five years before joining Raymond James in 2019. Andrews is also an officer and treasurer of Legacy Financial, a support company in Ann Arbor. 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 investors. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals, with additional capabilities in municipal and public finance advisory services.

David Galant is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at RTX Corporation and held roles at Domino's Pizza Inc. and Spartan Consulting Inc. Outside of finance, he has experience coaching high school basketball and baseball teams. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Kelley Albrant is a financial advisor at Edward Jones with nine years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Scott Bennett is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations. Bennett has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. His earlier experience includes roles at Citigroup Global Markets and KeyBanc Capital Markets Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning supported by structured tools and research, managing approximately $2.74 trillion in client assets.

Jerome Repovz is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Cetera and its affiliates since 2019 and previously spent nine years at Summit Financial Group Inc. Outside of his advisory role, he is president of Sound Financial Services, Inc., focusing on life insurance sales and quotes. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Derek Leek is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Dish Network for three years and attended Michigan State University. Outside of his advisory role, he has worked as a grocery delivery shopper. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Justin Mulholland is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Edward Jones, Osaic FA, Inc., and Everhart Advisors. He owns Justin Mulholland Financial Services, a non-investment related business entity. 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 and access to model portfolios, third-party asset management, and institutional platforms.

Dominik Kudzma is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services. Outside of his advisory role, he owns ModInteractive, a business that builds and designs websites for small businesses. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Kevin Johnson is a financial advisor with Edward Jones in Dexter, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

I am a CFP® professional and the founder of BRJ Wealth Management. I specialize in helping busy individuals and families build, manage, and preserve wealth through tax efficient wealth planning and investment management strategies. With over a decade of experience, I have developed and refined a process designed to help people achieve financial freedom so they can enjoy what matters most. Before founding BRJ Wealth Management in 2022, I helped start what became a top 5% producing advisory practice at LPL Financial among over 19,000 financial advisors nationwide. I was responsible for creating holistic strategies to meet the goals of over 200 individuals and families. I also led the investment management team where we oversaw $160 million assets under management of client portfolios. Outside of crafting financial plans, my greatest joy comes from spending time with my wonderful family. My wife, Kelli, is a dedicated elementary school teacher right here in Brighton. We've been happily married since 2016 and are kept wonderfully busy by our two daughters, Kaia (3.5) and Brecklyn (1.5). Their adorable "frenemy" dynamic provides endless entertainment! After a decade away, we're thrilled to be back in Michigan and have settled into our new home in Brighton. We're actively unpacking and eagerly reconnecting with family and friends, excited to become an integral part of the Brighton community. When I have a moment to myself, I love being outdoors – whether it's exploring local parks with the girls, playing sports, or enjoying time on the water. Even in the Michigan winters, I continue my lifelong passion for ice hockey, playing weekly in a league. You can schedule a complimentary introduction call at https://calendly.com/brjwealth/initial-strategy-call

Michael Pisarczyk is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Pisarczyk serves as a trustee and co-trustee for multiple trusts in Midland, Michigan, and Chicago, Illinois. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and economic modeling techniques.

William Wagner III is a CFP®, CFA®, and Series 66 designated advisor with Raymond James Financial Services Advisors, Inc., and has nine years of industry experience. He has been with Raymond James since 2016 and is also involved with Priestap Financial, where he serves as an associate focusing on day-to-day operations. 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 offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Matthew Creme is a financial advisor with LPL Financial in Howell, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Fifth Third Securities and has been affiliated with both LPL Financial and the Bank of Ann Arbor since 2017. 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 portfolio programs, third-party asset management, and institutional platforms.

Timothy Compton is a financial advisor with Thrivent Investment Management based in Brighton, MI. He holds a Series 66 designation and has 10 years of industry experience. Compton has been with Thrivent and its affiliated entities since 2016, including a prior role at Thrivent Financial for Lutherans from 2007 to 2017. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning without discretionary trading authority and allows clients to integrate planning with managed accounts under a consolidated billing option called “WealthPlan.”