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.

Anne Macintyre is a financial advisor at LPL Financial with 23 years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2006. Anne is also involved in referring legal cases to local attorneys in accordance with state law. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches.

Richard Shaheen is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He has previously worked at Sigma Planning Corporation and Sigma Financial Corporation and has operated Rick Shaheen & Associates since 1992. Outside of financial advising, he serves as president of the Metropolitan Detroit Chorale and is involved in local business networking groups. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Adrian Paich is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Spc, Sigma Financial Corporation, and Masen, Frantz & Associates. He is also involved in selling term and whole life insurance. LPL Financial serves a broad client base including individuals, retirement plans, and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research to support its investment strategies.

Emmie Ashwell is a financial advisor with LPL Financial in Sterling Heights, MI, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at MFC Investment Center and BAM Consulting. Outside of finance, she serves as president of a housing corporation and a chapter advisory board member for the nonprofit Alpha Alpha Kappa Delta, and also works as a dog sitter. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by LPL Research and various third-party subadvisors.

Kimberly Enders is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of industry experience. She is currently affiliated with Cetera and has held various roles within the Cetera network and Summit Financial Group since 2015. Beyond her advisory work, she is involved in motivational speaking and sales training. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide independent advisor network and operates a multi-manager platform with various program options and affiliations.

Angelo Calderone is a financial advisor with J.P. Morgan Securities in Sterling Heights, MI, holding Series 66 and Series 63 licenses and eight years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, as well as prior experience with United Wholesale Mortgage, Arterra Realty LLC, and operating MMAC Fraser Inc, known as The Pod Drop, from 2010 to 2019. J.P. Morgan Securities LLC 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.

Denise Markovich is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she is involved as a vice president and owner at Long John Properties, LLC, a commercial property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Frederick Cross is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Securities America Advisors and Ameriprise Financial Services, Inc. Outside of his advisory work, he serves as a secondary successor trustee on his parents' trust. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to create diversified portfolios across various asset classes.

Damjan Juncaj is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Aaron Wilks is a financial advisor with Thrivent Investment Management in Sterling Heights, MI, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, Wilks serves as comptroller for Peace Lutheran Church and is an assistant bowling coach for De La Salle Collegiate High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm focuses on goal-based planning across various financial topics, delivering written recommendations without portfolio management or institutional advisory services.