William Connell II is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2021, he was associated with Waddell & Reed, Inc., Life Guide Financial Consultants, and Plymouth Advisory Group, LTD. He has served as an instructor at Schoolcraft College and has been involved with the Michigan Opera Theater. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of affiliated financial activities.

Jessica Leverenz is a CFP®-certified financial advisor with 13 years of experience, currently affiliated with Cetera. She has also been involved with LMR Financial Group LLC as owner and president since 2016 and serves as a financial advisor at LMR Advisors LLC. Outside of her advisory roles, she holds nonprofit positions including executive presidential assistant at JCI Michigan and board member for the Redford Jaycee Legacy Fund. Cetera Investment Advisers LLC is a nationally registered SEC adviser that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services and provides access to affiliated and third-party money managers through a multi-manager platform.

Rance Thomas III is a financial advisor at Edward Jones in Ypsilanti, MI, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at DTE Energy for eight years. He is also the owner of RT3 Solutions, LLC, a small business consulting firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Mark Sislo is a financial advisor at Edward Jones in Plymouth, MI, with five years of industry experience. Before joining Edward Jones in 2021, he held roles at Northwestern Mutual and worked in the manufacturing sector with North American Stamping Group and The Woodbridge Group. Outside of his advisory work, he serves as president of Plymouth Elite Professionals, a networking group that organizes community events benefiting local charities, and he co-hosts a podcast on leadership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,000 advisors and $1.01 trillion in assets under management. The firm provides a range of advisory strategies, including discretionary and non-discretionary solutions, and operates under a fiduciary standard.

Janice Cichowlas is a financial advisor with Ameriprise in Allen Park, MI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Marie Everitt is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cambridge Investment Research Advisors since 2013, following prior roles at Cetera Advisors LLC and Edward Jones. Outside of her advisory work, she is an independent insurance agent operating through Strategic Pathways LLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers clients access to multiple platforms, third-party advisers, and proprietary model strategies.

Lorri Milewski is a financial advisor at Edward Jones in Riverview, Michigan, holding a Series 66 designation with eight years at Edward Jones and a total of three years in the industry. Prior to joining Edward Jones, she worked for the Crestwood School District for 21 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kylie Davis is a financial advisor at OSAIC with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, she worked at Tanglewood Golf Club and Central Michigan University. OSAIC serves a diverse range of retail and institutional clients using a multi-advisor platform that offers brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various tools and third-party manager options.

Paul Vandenheede is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2010 and holds Series 63 and Series 65 licenses. He is the executive director of the Vandenheede Foundation, a family foundation that funds religious and educational organizations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Ivette Hernandez is a financial advisor with J.P. Morgan Securities in Taylor, MI, holding Series 63 and Series 66 designations and 18 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, NA since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Dustin Misorski is a financial advisor with Cetera holding a Series 66 designation. He has been with Cetera and its affiliated entities since 2022. Prior to his career in finance, his experience includes roles at Ford Motor Company and various service industry positions. He is also involved with DigitalToolProducts, a separate business venture. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Steven Burgett is a financial advisor with Ameriprise in Trenton, MI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James & Associates, BD Ops, and Goodman Acker. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice using an internal committee’s research and algorithmic tools. The firm’s approach includes restrictive enrollment criteria and incorporates assets managed within its affiliated product ecosystem.

Erin Chevrette is a financial advisor with Edward Jones in Northville, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at General Motors for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network across the United States.

Kimberly Gagne is a financial advisor affiliated with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and with 12 years of industry experience. She has worked at Raymond James since 2016 and has also held roles at New World Financial and Center Street Wealth Strategies. Outside of advisory work, she serves as an independent contractor providing client service and paraplanning support at New World Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports implementation through its advisory programs or other providers.

Rachel Freyre is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Northville, MI, and has five years of industry experience. Her prior roles include positions at Wells Fargo Bank, Key Bank, and a background in higher education. Outside of her advisory work, she has experience as a property owner and manager. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliated services.

Austin Mallery is a financial advisor at Osaic Wealth with a Series 66 designation and two years of industry experience. He has held positions at Secure Financial Corp, Ventura Oaks Ventures, and UTR Management. In addition to his advisory role, he owns and operates Very Good Financial and Tax Services LLC, which provides tax preparation and bookkeeping services. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, recent consolidation, and complex affiliate network.

Victor Harris is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Sigma Financial Corp and NYLIFE Securities LLC. Outside of financial services, he was involved with Aqua Tots Swim Schools for four years. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over 10,000 advisors managing more than $256 billion in assets.

Thomas Valade III is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Orchards Architectural Review Committee, a neighborhood committee that reviews exterior modification plans. 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 retirement-income recommendation reports and ongoing planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Paul Schmidt is a financial advisor with LPL Financial based in Livonia, MI. He holds the CFP® designation and has 27 years of industry experience. His prior roles include positions at Fidelity Investments and Cetera Advisor Networks. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by technology tools and oversight of over $819 billion in discretionary assets.

Jeffrey Husak is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including OSAIC, FSC Securities Corp, Next Financial Group, and Invest Financial Corporation. In addition to his advisory role, he is a partner in The Wealth Advantage Group, where he manages client accounts and trading activities. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and proprietary tools.