Michael Simonds is a financial advisor with LPL Financial in Shelby Township, MI, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Cia Financial Group, Inc. from 2009 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management along with research and model portfolios from LPL Research and third-party subadvisors.

Benjamin Labadie is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and works concurrently at JPMorgan Chase Bank, N.A. since 2018. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

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 holding Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at NYLIFE Securities Inc, New York Life Insurance Company, and Tarr Financial. Outside of advising, he has long-term experience in the food retail sector. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by proprietary research and third-party subadvisors.

David Patton is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and has held roles at Home Depot and Sur La Table. Outside of his advisory work, he owns and operates businesses involved in real estate financing and home remodeling. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

Kristen Roulo is a Series 66-licensed financial advisor with Edward Jones in Algonac, MI, where she has been practicing since 2014, accumulating 12 years of industry experience. She has spent her entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Michael Ringler is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 28 years of experience in the financial services industry, including long-term roles at Avantax and his own firm, Ringler & Co., PC. He is also the owner of Ringler Wealth, LLC, through which he provides financial services and insurance brokerage, specializing in life, long-term care, and fixed annuities. MassMutual 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, emphasizing collaborative, annual planning engagements with clients.

Jason Baird is a financial advisor with OSAIC based in Washington, Michigan, holding Series 63 and Series 65 certifications and bringing 18 years of industry experience. He has worked at OSAIC since 2019 and previously held roles at Aurora Securities and Concorde Investment Services. Outside of advisory work, he serves as a non-voting board member for Verlinde Insurance Agency. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios managed on a discretionary or non-discretionary basis.

Janelle Micks is a CFP®-certified financial advisor with 11 years of industry experience, currently practicing at Edward Jones in Richmond, MI. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of various net worth levels, pension plans, corporate clients, and charitable organizations. 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, operating under a fiduciary standard.

Renae Kobler is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at USAA and Bank of America. In addition to her advisory work, she is employed at United Tax Service Inc., where she performs tax preparation and accounting. Cetera Investment Advisers LLC provides a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and program structures.

Jennifer Oprinski is an Associate Resident Director at Merrill, where she brings a comprehensive approach to wealth management. Having joined Merrill in 2000 after two years at Bank of America, she combines her banking and lending experience to offer well-rounded financial perspectives. Jennifer is also the branch manager of the Clinton Township office and has served as Resident Director since 2023. She co-founded the Nofs Oprinski Group in 2010, focusing on goals-based strategies for families, business owners, dentists, and physicians. Jennifer holds the Certified Plan Fiduciary Advisor® (CPFA®) designation, Certification in Longevity Training from the University of Southern California, and several FINRA registrations including Series 7, 9/10, 31, 63, and 65. She is licensed in all 50 states and holds life and health insurance licenses. Her expertise covers areas such as college education planning, divorce transition planning, family wealth management, legacy planning, retirement planning, portfolio management, small business strategies, and socially responsible investing. Committed to community involvement, Jennifer volunteers with organizations including Habitat for Humanity, Macomb Charitable Foundation, Meals on Wheels, and Miracle League. She is also active in her parish. Outside of work, she enjoys baseball, music, photography, reading, traveling, yoga, and spending time with her family, including her husband and two grandchildren.

Agostino Tiseo Jr. is a CFP®-designated financial advisor with Edward Jones in Macomb, MI, where he has worked since 2000. He has 33 years of industry experience. Outside of his advisory role, he serves as a high school baseball coach at De La Salle High School in Warren, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Judy Betts is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2009. She also owns Sterling Financial Planning, where she acts as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides various investment solutions with both proprietary and third-party strategies, supporting tailored client approaches across multiple platform arrangements.

Edward Maedel II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at Sigma Financial Corporation before joining Cambridge in 2018. Maedel serves on the endowment board of St. Peters Lutheran Church in Richmond, MI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions.

Stephen Schocke is a financial advisor with Thrivent Investment Management in Sterling Heights, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans since 2009 and with Thrivent Investment Management Inc. since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option known as “WealthPlan,” maintaining separate planning and management services.

Paul Dries is a financial advisor with Edward Jones in Utica, MI, holding Series 63, 65, and 66 credentials and seven years of industry experience. He has worked at several firms including Ameriprise, The Prudential Insurance Company of America, and J.P. Morgan Securities LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Gerald Milliken is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at JPMORGAN Chase Bank, N.A. for 19 years before joining his current firm in 2025. 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 deliver customized investment recommendations.

Tyler Prisby is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his financial career, he was affiliated with Lutheran High Northwest and Oakland University. 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 that covers various topics, including retirement and estate planning, with an option to combine planning with managed-account services under a consolidated billing program.

Scott Allen is a Series 66-licensed financial advisor with Edward Jones in Washington Township, MI, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, he serves as president of the Romeo Area Chamber of Commerce and owns a farm in Washington, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Justin Wagner is a financial advisor with J.P. Morgan Securities. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Equitable Financial Life Insurance, and several companies outside the financial sector such as Chipotle and Henry Ford Health. 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 in its recommendations.